Heritage & Co is a family-run, multi-generational financial Practice, proudly serving clients for over 30 years from our picturesque office in Holcombe, Somerset, set on the historic grounds of an Old Brewery, opposite the former Malt House.

Holcombe, a small village in the Mendip district, is within easy commuting distance of Bristol and Bath. The original medieval village was buried during the plague; however, the surviving old parish church is surrounded by mounds that bear witness to this history, and some suggest the nursery rhyme “Ring a Ring o’ Roses” originated here. For a time, the parents of Scott of the Antarctic lived and ran the brewery in Holcombe, and members of his family are buried in a family grave at the old church, which includes a memorial recognizing Scott’s Antarctic legacy.

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.

Our experienced and dedicated team of ten, led by Directors John and Nathan, combines decades of expertise with a genuine passion for helping clients achieve their financial goals.

John, a Chartered Financial Planner and Fellow of the Personal Finance Society, specialises in inheritance tax and retirement planning, while Nathan, recognised as VouchedFor’s Top-Rated Adviser in 2024 and 2025 and St. James's Place Adviser of the Year (Bristol), focuses on business owners and succession planning. Together, they provide comprehensive, holistic financial planning covering tax, retirement, protection, and wealth management.

As a Partner Practice of St. James's Place, we benefit from unrivalled support, allowing us to dedicate our time entirely to you and your family, while St. James's Place manages administration, products, and fund management.