About Us

Over 15 years industry experience helps ensure the most suitable recommendation is made. We highlight all the major advantages and disadvantages taking time to ensure all objectives are discussed and considered.

Industry experience has been gained in a variety of positions working with life insurance companies, estate agents and other sales and marketing roles, we use the knowledge to ensure clients come first.

We strongly believe meeting clients is the best way to gather information and present recommendations, however we are happy to discuss terms and objectives over the phone .

We offer private meeting rooms and are happy to meet at a location of your choice (subject to prior agreement) .

Heathcote Financial is an appointed representative of The Whitechurch Network Ltd which is authorised and regulated by the Financial Services Authority.

This website is approved by The Whitechurch Network Ltd (Authorised and Regulated by the Financial Services Authority). All content of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions. FSA Registration No: 494410

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