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Welcome

Heritage are a firm of Financial Advisors based in the midlands who aim to provide bespoke solutions to families, professionals and businesses with a view to achieving their financial goals.
Heritage advisers are experienced across both retail and private banking sectors.
We are passionate about what we do and listen to our clients and know exactly what they want….
simple, straightforward, honest advice.
We base everything we do on what you want, need and expect.
We also understand that compliance is paramount to our longevity and that our customers equally deserve the best advice. Therefore we have placed great emphasis on Due Diligence as this remains one of the regulators key “hot topic” and sits at the heart of our business decisions in providing robust, suitable advice to clients.
Currently there are over 26 providers in the UK market place offering investment platforms with a varying level of assistance for managing client investments. Our screening process to selecting a provider is based on:

Background Research

Initial Screening Questionnaire

Due Diligence Scoring

Short List
Our Due Diligence reflects what is essential to offering a service to clients that is fair, compliant and competitively priced. That’s why we have affiliated ourselves with the highly successful and award winning ‘True Potential Group’ as they are a client-focused investment firm, focusing on delivering the best outcomes for investors.

True Potential were established in 2007 by a management group with extensive experience in UK advice distribution, investment management and financial services technology. They administer more than £67 billion in client assets and provide services and support close to 20% of all UK financial advisers and their clients.
This alliance allows us to offer great flexibility to our clients. We have access to over 9700 mutual funds; the expertise of 488 fund managers; compliance support; and much more.
What’s our service proposition
We are able to act on your behalf in advising you on investments and non-investment insurance contracts.
We offer products and services as follows:
