0330 038 8940
Based in Trowbridge
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2023
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Conner is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Conner's status
Last checked: 15 April 2025
Conner is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Conner's status
66
Recent Client Reviews
Conner has received 66 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Conner has received 66 client reviews in the past 12 months; 100% of these have been verified
Limited Mortgage Adviser
Conner can advise across a limited set of mortgage products, which may be provided by companies Conner works with. This limitation may allow Conner to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
Last checked: 04 December 2024
Conner can advise across a limited set of mortgage products, which may be provided by companies Conner works with. This limitation may allow Conner to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
6
Qualifications Uploaded
Conner has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Conner has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Conner has not yet added their fees to their profile
Fees not yet added
Conner has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Conner (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Conner
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Conner (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Conner is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Conner's status
Last checked: 15 April 2025
Conner is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Conner's status
66
Recent Client Reviews
Conner has received 66 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Conner has received 66 client reviews in the past 12 months; 100% of these have been verified
Limited Mortgage Adviser
Conner can advise across a limited set of mortgage products, which may be provided by companies Conner works with. This limitation may allow Conner to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
Last checked: 04 December 2024
Conner can advise across a limited set of mortgage products, which may be provided by companies Conner works with. This limitation may allow Conner to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
6
Qualifications Uploaded
Conner has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Conner has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Conner has not yet added their fees to their profile
Fees not yet added
Conner has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Conner (based on 10 first impressions)
100% of users who are not yet clients had a positive first experience with Conner
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Conner (based on 10 first impressions)
I have worked at Heritage Financial Consultancy Ltd since May 2021 and have been advising on Mortgages and Financial Protection since May 2022. Its never been a more important time to receive Mortgage advice and we offer a wide range of Mortgage products with over 90 UK mortgage lenders and 1000s of products available. I provide comprehensive and clear Mortgage advice that is telephone based - allowing you to receive the advice you need from the comfort of your own home and at a time that suits you. A bit about our company; Heritage Financial Consultancy Ltd 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. 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 Conner's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Mortgage value
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Clients' level of financial expertise
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