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Bryan Pooley

Heritage Independent Financial Consultancy Ltd

Heritage Independent Financial Consultancy Ltd Main Logo
A local family orientated business. Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help. We ask the questions, look into your future, give straight-talking advice and find the right financial solution by: 1. Identifying your short, medium and long-term goals; 2. clarifying precisely what you want from life; mapping out your route to get there; making easy to understand product recommendations; adjusting your plan during significant life changes. Being independent we will look after your personal interests. With access to the entire financial market, we can search thousands of options to find the most suitable products and services for you.

Location: 1 Scott House Cook Way, Bindon Road, Taunton, TA2 6BG

Qualifications:

I specialise in Mortgages, Equity Release, Protection and General Insurance, I have a wealth of experience within the industry. I am able to provide mortgage advice on residential, buy to let & equity release products using the whole of the market to secure the best deals available for my clients.

FCA Registration Number: 624976

Regulations: I am CeMAP & CeRER qualified.

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