0330 038 8938
Based in Frome
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15
Recent Client Reviews
Ben has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ben has received 15 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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Ben has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Ben and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Ben and/or the firm they work for (or are appointed representatives of) are currently pending
15
Recent Client Reviews
Ben has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ben has received 15 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ben has not yet added their fees to their profile
Fees not yet added
Ben has not yet added their fees to their profile
I have worked at Heritage & Co since October 2024 and have been advising on Mortgages and Financial Protection since February 2025. Now, more than ever, expert mortgage advice is essential. With access to over 90 UK lenders and thousands of mortgage products, I provide tailored guidance to help you find the right solution. My telephone-based service means you can receive clear, comprehensive mortgage advice from the comfort of your home—at a time that suits you. A bit about our company; Heritage & Co is a family run business situated on the outskirts of Bath which has been established for over 28 years. We are a Senior Partner Practice of St James's Place and are proud to be part of the largest wealth management company in the UK. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 10/06/2024
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ben's clients
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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