News
Celebrating Conner McKay’s Graduation
20 October 2026
A huge congratulations to Conner McKay on successfully graduating from the St James’s Place Financial Adviser Academy 2026!
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News
Celebrating Conner McKay’s Graduation
20 October 2026
A huge congratulations to Conner McKay on successfully graduating from the St James’s Place Financial Adviser Academy 2026!
News
Shortlisted for Investment Adviser of the Year
20 October 2026
We’re incredibly proud to celebrate being shortlisted for Investment Adviser of the Year at the Moneyfacts Awards 2026 in London.
News
Heritage & Co Welcomes First Apprentice to the Team
30 September 2026
Heritage & Co is delighted to welcome Charlie, who has joined the team as our new Level 3 Financial Services Administrator Apprentice.
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Congratulations to Ben on Achieving His RO5 Qualification
26 August 2026
We’re delighted to congratulate our Mortgage Adviser, Benjamin Griffiths, on successfully passing his RO5 Financial Protection qualification.
News
Heritage & Co Enjoy Fantastic Charity Golf Day
10 July 2026
The Heritage & Co team enjoyed a fantastic day at Cumberwell Park Golf Club, taking part in a charity golf day that brought together local businesses for friendly competition, great company and an opportunity to support two inspiring causes.
News
Our First Royal Bath & West Show
30 May 2026
We were delighted to exhibit at the Royal Bath & West Show for the first time, and what a fantastic three days it was.
News
Emergency First Aid Training for Our Team
29 April 2026
Our team recently took part in an engaging emergency first aid training session, strengthening the skills needed to help keep both clients and staff safe.
News
Proud of Sarah’s Marathon Achievement
27 April 2026
We’re incredibly proud of our Practice Support Specialist, Sarah Ford, for completing the London Marathon and raising vital funds for TIP Charity, based in the neighbouring Somerset village of Coleford.
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Shortlisted for the Financial Times Excellence Awards
13 April 2026
We are proud to announce that we have been shortlisted for the national Financial Times Adviser Workplace Excellence Awards 2026. A real reflection of the team, the culture and the standards we’re building every day.
News
Fresh off the press
4 March 2026
Our brand-new promotional leaflet is here, giving you a clear, concise look at who we are, what we do, and how to find us!
News
It’s Official – Conner McKay is an Appointed Regulated Financial Adviser
2 March 2026
We are delighted to announce that Conner McKay has officially been appointed by St. James's Place as a regulated Financial Adviser.
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Congratulations to Ben on Achieving the Advanced Mortgages Qualification
16 February 2026
We are delighted to congratulate Ben on successfully passing the Advanced Mortgages exam — the highest recognised qualification within the mortgage profession.
News
Royal Bath & West Show 2026
27 January 2026
We are delighted to confirm that we will be exhibiting at the Royal Bath & West Show 2026, taking place from 28th–30th May 2026.
