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Financial planning and investments, mortgage advice for Gloucester, Cheltenham, Worcester, Oxford, Bath, Birmingham, Bristol, Swindon, Reading, Milton Keynes, Richmond, Twickenham, Wimbledon

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We offer no obligation quotes and guidance on the most suitable financial solution tailored to your personal circumstances.

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"Steve is fantastic. He is honest, a straight-up guy you know you can trust, and absolutely transparent with his fees.

Steve provides unmatched breadth and depth of knowledge with finances.
Good to work with you Steve"

"Excellent and professional service provided from Stephen and his team. As first time buyers the whole process seemed a bit daunting initially, but was made easy and straight forward by Stephen. Couldn’t do enough to help and was very knowledgeable.

Was able to get us a great deal and will definitely be using him for the foreseeable future when remortgaging time comes. Fully recommend his services to anyone looking to get a mortgage, or other financial advice and services required."

"I found TMPP of great help in securing a retirement mortgage - not an easy task on my age and income.

Despite two failed attempts at purchase TMPP stuck with it and got a very competitive mortgage from a specialist regional lender. Without TMPP we would not have been able to move. It's as simple as that!"

"Excellent service once again from Stephen Heathcote."

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The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual’s unique circumstances.

Heathcote Chartered Financial Planning (FCA No. 612049) is authorised and regulated by the Financial Conduct Authority

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

About us

As Chartered Independent Financial Advisers, we are committed to leveraging our expertise and experience to develop tailored, tax-efficient pension and investment strategies that align with each client’s unique circumstances.

| Privacy Policy | Client Agreement | Fees | Complaints Procedure | Initial Disclosure Document | Vulnerable Consumer Policy | Copyright 2025 © Heathcote Chartered Financial Planning | THE MORTGAGE AND PROTECTION PARTNERSHIP LTD Registered in England and Wales number 08734287 Registered office: Olympus House, Olympus Park, Quedgeley GL2 4NF. Regulated by the Financial Conduct Authority number 612049

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