The Heritage Financial Planning Partnership: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 12 years
Your funds are protected by FSCS
No FCA actions

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

No website on the FCA register
Phone number

01926 883887
Address

Rural Innovation Centre, Avenue H, Stoneleigh Park, Kenilworth, Warwickshire, CV8 2LG, England

In the full report: 2 background checks

What kind of line 01926 883887 is
Who else gives the postcode CV8 2LG

Other names (1)

If you were contacted under any of these names, it is this firm.

Heritage Trading name: A name it trades under now.

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (4 permissions)

Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Arranging (bringing about) deals in investments
Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

This firm’s history from the FCA register and Companies House, newest first.

Key events (2) All events (5)

2014

1 July 2014

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

In the full report: all 5 events

All 5 events in its history (2 shown here)

Connected firms

Other FCA-listed firms that share a director, phone number or address with this firm. A link shows who the firm is tied to, not whether either can be trusted.

connected firms: 2
share its postcode: 2

In the full report: all 2 connected firms, named

How each is linked: the same postcode (2)
Who links each one: the named directors, with dates

Similar firms

Other firms of the same type (financial adviser), nearest first.

In Kenilworth

Barnett & Partners LimitedKenilworthAuthorised Financial Design (Independent Financial Advisors) LimitedKenilworthAuthorised Premier Independent Investments UK LimitedKenilworthAuthorised B M C Financial ServicesKenilworthAppointed representative Bridgegate Wealth Management LtdKenilworthAppointed representative Daniel Alexander ScottKenilworthAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on this firm

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

2 background checks on its contact details
All 5 events in its history
2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is The Heritage Financial Planning Partnership FCA authorised?

Yes, The Heritage Financial Planning Partnership (FRN 622662) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since July 2014 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is The Heritage Financial Planning Partnership’s phone number?

The FCA register lists the phone number 01926 883887 for The Heritage Financial Planning Partnership. If you were given different contact details, use these to check with the firm before going any further.

Is The Heritage Financial Planning Partnership a scam or clone?

The Heritage Financial Planning Partnership is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with The Heritage Financial Planning Partnership?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about The Heritage Financial Planning Partnership to the Financial Ombudsman Service, free of charge.

Does The Heritage Financial Planning Partnership use any other names?

It trades as Heritage.