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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:

Pensions & Investments

We offer a restricted advice service as we do not recommend unregulated collective investments schemes.
However we do recommend from the whole of the market and have no restrictions on providers.

Mortgages

We offer mortgages from the whole of the market.

Non-Investments protection contracts

We offer non-investment products from a range of insurers.

General Insurance Contracts

We offer General Insurance contacts from a range of insurers.

Heritage Wealth Advisory Ltd is an appointed representative of Pi Financial, which is authorised and regulated by the Financial Conduct Authority. FSR No: 186419. Heritage Wealth Advisory Ltd is registered in England, Company. No: 09114851. Registered Address – Business Box, Oswin Road, Leicester LE3 1HR. Pi Financial Ltd is registered in England, Company No:3556277. Registered Address – Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU.

The FCA aim to ensure that financial markets work well so consumers get a fair deal.

This means ensuring that;

The financial industry is run with integrity

Firms provide consumers with appropriate products and services

Consumers can trust that there best interest is at heart

We offer you an initial consultation free of charge during which we will describe our services more fully and explain the payment options.We treat all our clients as retail clients unless you request otherwise. This means you are provided with the highest level of protection under the regulatory system and have the right to take any complaint to the Financial Ombudsman Service.