0330 038 8938
Based in Spalding
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Heather is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Heather's status
Last checked: 25 July 2025
Heather is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Heather's status
52
Recent Client Reviews
Heather has received 52 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Heather has received 52 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 June 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Heather has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Heather has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Heather has not yet added their fees to their profile
Fees not yet added
Heather has not yet added their fees to their profile
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Heather (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Heather
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Heather (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Heather is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Heather's status
Last checked: 25 July 2025
Heather is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Heather's status
52
Recent Client Reviews
Heather has received 52 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Heather has received 52 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 01 June 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Heather has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Heather has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Heather has not yet added their fees to their profile
Fees not yet added
Heather has not yet added their fees to their profile
3
Positive First Impressions
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Heather (based on 3 first impressions)
67% of users who are not yet clients had a positive first experience with Heather
67% of VouchedFor users have had a positive (4 or 5 star) first experience with Heather (based on 3 first impressions)
With over two decades of industry experience, including supporting clients across agricultural and farming, I help individuals, families, and business owners make informed financial decisions that support their long-term goals. I work across all areas of financial planning, including wealth management, retirement planning, tax planning and mitigation, and protection. Whether you are looking to secure your family's future, transition wealth between generations, review your Inheritance Tax liability or make the most of your retirement options, I offer clear, strategic advice built around your circumstances. Many of my clients want reassurance that they are making the right choices, and that’s exactly what I aim to provide. If you are ready for advice that’s personal, practical, and focused on what matters most to you, I would be delighted to help.
Offers available through VouchedFor
Contact Heather through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Heather's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Authorised and regulated by the Financial Conduct Authority