Welcome to Heritage & Co
At Heritage & Co, we pride ourselves on delivering exceptional financial advice through a team of experienced, committed, and highly qualified professionals.
Founded by John Steele over 30 years ago, the business became a Partner Practice of St. James's Place in 2011, significantly enhancing the range of services we provide to clients. In 2014, Nathan Steele joined the team, becoming a qualified Financial Adviser in 2022 after several years in specialist support roles.
In 2025, John and Nathan assumed new roles as Co-Directors and Co-Owners of Heritage & Co UK Limited, marking the beginning of an exciting new chapter in our journey. Together, they lead a growing team of Advisers and Specialists, committed to delivering tailored financial planning and advice with a personal touch.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 03/06/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
