Financial Index › IFA Index › Heritage Independent Financial Advisers Limited
Heritage Independent Financial Advisers Limited
IFA Financial Advisers · London · Est. 2004
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Company Registration Details
| Registered company name | Heritage Independent Financial Advisers Limited |
| Companies House number | 05012244 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | Cannon Place 78 Cannon Street, EC4N 6HL |
| City / Region | London |
| Date incorporated | 2004 |
| Years trading | 22 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Heritage Independent Financial Advisers Limited
Founded in 2004, Heritage Independent Financial Advisers Limited has been active for 22 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
It is one of 417 ifa financial advisers listed in London on this index of 1663 UK firms in the category.
Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
How to Choose the Right IFA Financial Adviser
Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Ongoing charges deserve scrutiny: establish exactly what service the percentage buys each year.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
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Important notice: Data on this page comes from the public Companies House register. Kaeltripton.com is an independent directory service, unaffiliated with Heritage Independent Financial Advisers Limited or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.