Financial Index › IFA Index › Heaton Financial Independent Financial Advisers Ltd
Heaton Financial Independent Financial Advisers Ltd
IFA Financial Advisers · Exeter · Est. 2010
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Company Registration Details
| Registered company name | Heaton Financial Independent Financial Advisers Ltd |
| Companies House number | 07236913 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | The Summit Woodwater Park Pynes Hill, EX2 5WS |
| City / Region | Exeter |
| Date incorporated | 2010 |
| Years trading | 16 years |
| CH status | Active |
| Specialism | Recorded activity: 70221 |
| Index status | Claim this listing → |
About Heaton Financial Independent Financial Advisers Ltd
Founded in 2010, Heaton Financial Independent Financial Advisers Ltd has been active for 16 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 18 of them in Exeter.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
What IFA Financial Advisers Do
Independent financial advisers must consider a broad range of retail investment products, while restricted firms advise on a limited set. The RDR reforms ended commission on retail investment advice; remuneration is now a disclosed fee.
Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.
How to Choose the Right IFA Financial Adviser
Defined benefit transfer advice requires specific FCA permissions, listed against the firm's register entry. Probe the review process: what is assessed annually and what triggers advice between reviews.
Expect an initial charge for the advice work plus an ongoing charge if the firm reviews the portfolio annually.
Frequently Asked Questions
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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Heaton Financial Independent Financial Advisers Ltd or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.