TH
The Heritage Financial Planning Partnership
aka Heritage, The Heritage Financial Planning Partnership
Contact & Location
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Specialisms
Regulatory Information
- FRN
- 622662
- Status
- Authorised
- Date Authorised
- 1 July 2014
- Years Authorised
- 11 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 07158561
- Company Status
- Liquidation
- Incorporation Date
- 16 February 2010
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 64999
Team (3)
Angela Day
ApprovedChristopher Alan Day
ApprovedCertifiedFrank Michael Holmes
No longer required
Google Reviews
5.0
42 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Kenilworth, West Midlands
- 11 years FCA-authorised
- 5 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH 07158561
Interested?
Request a no-obligation introduction.
Is this your firm?
Claim this profile to add your bio, photo, and fee information.
Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.