Welcome to Heritage Financial Consultancy Ltd

I have specialised in offering expert advice in personal financial planning for over 30 years.

John Steele, FPFS Certs CII (MP & ER), Chartered Financial Planner

Director of Heritage Financial Consultancy Ltd

Your home may be repossessed if you do not keep up repayments on your mortgage.


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John Steele of Heritage Financial Consultancy Ltd has been looking after my money affairs for a considerable number of years. I have always been impressed with the service received from him, particularly the prompt action I have received to any query/advice I have requested. I would not hesitate ...

A.M Slee

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.

Heritage Financial Consultancy Ltd is registered in England and Wales, Number 3279341. Registered Office: Heritage House, Brewery Lane, Holcombe, Radstock, BA3 5EQ.