Investment Planning Advisers
Grow your wealth today with Heritage & Co.
To book a no-obligation consultation please use the form below or call us on 01761 233252.
We're ready to support you.
At Heritage & Co, we take pride in delivering exceptional financial advice through a team of experienced, dedicated, and highly qualified professionals.
Founded by John Steele, a Chartered Financial Planner and Fellow with over 30 years of experience, Heritage & Co became a Partner Practice of St. James's Place in 2011 — expanding the range and depth of services available to our clients.
- Over 255 VouchedFor five star reviews from clients.
- We’re local, based in Holcombe, Radstock.
- Over 30 years of combined experience.
A tax efficient saving solution
Since their launch in 1999, Individual Savings Accounts (ISAs) have become one of the most popular and tax-efficient ways to save and invest for the future. With a £20,000 annual allowance for the 2025/26 tax year, ISAs allow your investments to grow free from any further liability to income tax and capital gains tax.
You also have full flexibility to choose how much of your allowance you place in cash or stocks and shares. At Heritage & Co, a Partner Practice of St. James's Place, SJP's Stocks and Shares ISAs are managed by some of the world’s leading fund managers, helping you build a diversified portfolio tailored to your goals and attitude to risk.
The value of a ISA with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
An investment in Stocks and Shares ISA will not provide the same security of capital associated with a Cash ISA. The favourable tax treatment of ISAs may not be maintained in the future as is subject to changes in legislation.
Cash ISAs are not available through St. James's Place.
Our continued support
Our support doesn’t end once you invest — we provide ongoing reviews to ensure your portfolio continues to reflect your needs and the changing market.
St. James's Place helps you make the most of your ISA allowance and invest with confidence.
About Heritage & Co.
Heritage & Co is a family-run, multi-generational financial Practice, proudly serving clients for over 30 years from our idyllic Somerset offices overlooking rolling fields and countryside.
Our experienced and professional ten-strong team, led by Directors John and Nathan, combines decades of expertise with a genuine passion for helping clients achieve their financial goals.
St. James's Place
St. James's Place (SJP) is one of the UK’s largest wealth management companies, founded in 1991 and serving clients since 1992. As a Partner Practice of St. James's Place — a leading network of accredited and Chartered advisers — we run our Practice using the products and services created and managed by St. James's Place.
We have access to expert tax specialists, product experts, and dedicated support teams, ensuring our clients benefit from some of the best minds in the industry.
Bespoke Planning
Expertise
Partnership
Assurance
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