Heritage & Co UK Limited

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Heritage House, Brewery Lane, Holcombe, Radstock, Somerset, BA3 5EQ

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https://www.heritagefc.co.uk

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FCA Number: 1020248

Heritage & Co UK Limited, located in the picturesque locale of Holcombe, Somerset, is a financial services firm regulated by the FCA (registration number 1020248). From the prime location of Heritage House, our seasoned team provides expert advice on life and investments, pensions and retirement planning, final salary pension transfers, and general financial planning. Serving clients across Radstock and the surrounding regions, we pride ourselves on delivering regulated, tailored services, designed to cater to individual financial needs and objectives. Accessible and professional, Heritage & Co is your reliable partner in navigating your financial journey, whether you are establishing your investment portfolio or planning for retirement. Trust us to guide you effectively in achieving your financial goals.

Their team includes 3 financial advisers. Check FCA registration here.

Heritage & Co UK Limited are approved by the FCA to give advice on:

• ✔ Pensions & Retirements
• ✔ Financial Planning
• ✔ Investments
• ✔ Mortgage
• ✔ Equity Release
• ✔ Life Insurance

Directions to Heritage & Co UK Limited from the Motorway

1. From the M4 motorway,
2. At junction 17, proceed to take the A429 / A350 exit leading to Cirencester / Chippenham.
3. Upon reaching Stanton St Quintin, take the fourth exit that leads onto A350.
4. When you arrive at Malmesbury Roundabout, take the third exit onto W Cepen Way / A350.
5. Arriving at the Badger Roundabout, take the second exit and remain on W Cepen Way / A350.
6. At the subsequent roundabout, take the second exit and stay on W Cepen Way / A350 - continue to follow A350.
7. Upon reaching Bumpers Farm Roundabout, take the third exit onto W Cepen Way / A350.
8. At the next roundabout, take the second exit and remain on W Cepen Way / A350.
9. Upon reaching Chequers Roundabout, take the fourth exit onto Bath Rd / A4.
10. At the upcoming roundabout, take the second exit and stay on Bath Rd / A4.
11. At the following roundabout, take the first exit and remain on Bath Rd / A4.
12. At the subsequent roundabout, take the second exit and stay on Bath Rd / A4 - continue to follow A4.
13. When you reach Bradford Road Roundabout, take the second exit and stay on A4.
14. Proceed to take the ramp leading to Bath / A4.
15. At London Rd Junction, take the first exit onto London Rd W / A4.
16. Make a left turn onto Cleveland Place.
17. Continue onto Bathwick Street,
18. Then continue onto Sydney Place / A36 - go through one roundabout.
19. At Churchill Bridge Roundabout, take the first exit onto Wells Rd / A367.
20. Arriving at Odd Down Roundabout, take the third exit onto Roman Rd / A367 - continue to follow A367.
21. Slightly veer left toward A367.
22. Merge onto A367.
23. At the next roundabout, take the second exit and stay on A367.
24. At the following roundabout, take the second exit and remain on A367.
25. At the upcoming roundabout, take the first exit onto Wells Rd / A367.
26. At the final roundabout, take the first exit onto The Street.
27. Make a right turn onto Church Street.
28. Continue onto Kilmersdon Road.
29. Make a right turn onto B3139.
30. Make a left turn onto Charlton Road.
31. Lastly, make a left turn onto Brewery Lane.

List of advisers under Heritage & Co UK Limited:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.