This firm is no longer registered as an appointed representative.

It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.

Heritage Financial Consultancy Limited

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FRN: 181849
Companies House: 03279341
Last scraped: 14 hours ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

The Brewery House

Brewery Lane

Somerset

Avon

BA3 5EQ

UNITED KINGDOM

Phone

+4401761233252

Web

https://www.heritagefc.co.uk

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

John Desmond McConalogue
IRN JDM00050
- (3)Employed By (21 Sep 2006 to 13 Nov 2006)
John Michael Nuttall
IRN JMN00019
- (2)Employed By (1 Dec 2001 to 30 Dec 2004)
John Pearson Steele
IRN JPS00026
- (5)Employed By (1 Dec 2001 to 1 Apr 2025)
Nathan Steele
IRN NXS00200
- (6)Employed By (16 Dec 2021 to 1 Apr 2025)
Nicholas Buckley
IRN NXB00069
- (1)Employed By (26 Oct 2000 to 28 Nov 2002)
Tracey Elaine Steele
IRN TXS04040
- (4)Employed By (5 Sep 2024 to 1 Apr 2025)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.