Business Details
Trusted Financial Advisers in Holcombe, Somerset
At Heritage & Co & Co, we have dedicated ourselves to delivering exceptional financial advice through a team of experienced, committed, and highly qualified professionals. Founded over 30 years ago, our journey has been marked by a commitment to excellence and client-centric service. In 2011, we became a Partner Practice of St. James's Place, significantly enhancing our service offerings. Our team, led by Co-Directors John and Nathan Steele, combines decades of expertise with a passion for helping clients achieve their financial goals. John, a Chartered Financial Planner, specialises in inheritance tax and retirement planning, while Nathan, a VouchedFor Top-Rated Adviser, focuses on business owners and succession planning.As part of St. James's Place, we benefit from unrivalled support, allowing us to focus entirely on our clients. We pride ourselves on building personal, long-term relationships, ensuring tailored financial planning with a personal touch. Our services cover investment, retirement, protection, and corporate financial planning, alongside mortgages and intergenerational wealth management. With a growing team of Advisers and Specialists, we remain committed to delivering holistic, comprehensive financial solutions that stand the test of time.
Services
Investment Planning
Retirement Planning
Corporate Services
Protection Planning
Mortgages
Wealth Management
Highlights and features
- We have over 30 years of experience in financial planning.
- Our team includes Chartered Financial Planners with specialist expertise.
- We are VouchedFor Top-Rated Advisers for 2024 and 2025.
- We are a Partner Practice of St. James's Place Wealth Management.
- We focus on building long-term, personal relationships with clients.
Associations and certifications
- St. James's Place Wealth Management
- Chartered Financial Planner
- Fellow of the Personal Finance Society
- VouchedFor Top-Rated Adviser
What people say
Exceptional financial advice
Personalised solutions
Expertise in retirement planning
VouchedFor Top-Rated Advisers
Long-term relationships
Services
Investment Planning
Our investment planning services help grow wealth and protect against inflation. We create tailored strategies aligned with your financial goals. Our expertise ensures long-term growth and risk management for sustainable returns.
Retirement Planning
We provide comprehensive retirement planning to maximise your opportunities. Our advice covers pension optimisation, tax efficiency, and income strategies. John Steele's expertise ensures tailored solutions for a secure retirement.
Corporate Services
We offer strategic financial advice for businesses, including employee pensions and Key Person insurance. Our services protect your business assets and ensure continuity. Nathan Steele's focus on business owners supports long-term growth.
Mortgages
Our mortgage advice guides first-time buyers and homeowners through competitive rates. We provide tailored solutions for purchasing, remortgaging, or equity release. Personalised support ensures the right mortgage for your circumstances.
Wealth Management
We deliver holistic wealth management covering tax, retirement, and intergenerational planning. Our strategies preserve and grow wealth across generations. St. James's Place partnership enhances our product range and expertise.
People
John Steele
Co-Director
John is a Chartered Financial Planner with over 30 years' experience. He specialises in inheritance tax and retirement planning, leading Heritage & Co & Co since its founding.
Nathan Steele
Co-Director
Nathan joined Heritage & Co & Co in 2014, becoming a qualified Financial Adviser in 2022. He focuses on business owners and succession planning, winning awards for excellence.
Questions
What services does Heritage & Co & Co & Co offer?
We provide investment planning, retirement planning, corporate financial advice, protection planning, mortgages, and intergenerational wealth management.
Are Heritage & Co & Co & Co part of St. James's Place?
Yes, we are a Partner Practice of St. James's Place Wealth Management, enhancing our service offerings.
Who are the directors of Heritage & Co & Co & Co?
John and Nathan Steele are Co-Directors, with expertise in inheritance tax, retirement planning, and business succession.
How long has Heritage & Co & Co & Co been in business?
We have served clients for over 30 years, combining experience with tailored financial solutions.
What accreditations does Heritage & Co & Co & Co hold?
We are Chartered Financial Planners, Fellows of the Personal Finance Society, and VouchedFor Top-Rated Advisers.
Where is Heritage & Co & Co & Co based?
Our office is in Holcombe, Somerset, near Bristol and Bath, offering local and regional services.
Reviews (1)
Gemma Miles
Jun 16, 2015
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Lovely helpful people, they offer a fantastic service. I'm very happy with all they have done for me.
