At Heritage & Co, we believe that every client’s financial situation is unique. That’s why our advice is grounded in a thorough understanding of your individual circumstances, goals, and priorities. However, financial planning is not a one-off event. Without regular action and ongoing review, even the most carefully considered plans can be affected by changes in personal circumstances, shifting economic conditions, or evolving legislation and policy.

We focus on building long-term relationships — to ensure our advice remains relevant, responsive, and aligned with your changing financial needs. Our priority is to deliver a consistently high standard of personal service and ongoing support, because we believe that lasting financial success is built on trust, understanding, and continuity.

As a team, we are united by a shared commitment to helping our clients plan for a more secure financial future — whether for themselves, their families, or their businesses.

At Heritage & Co, we draw on a wide range of knowledge, experience, and perspectives across the many complex areas of financial planning. This enables us to offer broader, more responsive advice that evolves with your goals over time. Collaboration and continuity are central to our approach — ensuring you receive consistent guidance, supported by a team that fully understands your journey.

In addition to our team’s expertise, we have access to a network of specialists within St. James's Place. This strengthens our ability to deliver a truly holistic wealth management service — one designed to meet both your immediate needs and long-term ambitions.