Financial Guides Adviser area

Heritage Financial Management

Registered office address

Chiltern House

45 Station Road

Henley on Thames

RG9 1AT

Appointed Representative

This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.

Principal

(192638) The On-Line Partnership Limited

Advice methods
Heritage Financial Management have not confirmed their methods of giving advice.

Heritage Financial Management

Financial Advisers based in 45 Station Road

  1. Home
  3. Find an adviser
  5. Heritage Financial Management
{{ adviserProfile.firstname+' '+adviserProfile.surname }}
{{ adviserProfile.phone_number }}

{{ adviserProfile.bio }}

- {{ i }}

Appointed Representative

An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.

There must be a written contract between the principal and the AR documenting the arrangement

The principal takes full responsibility for ensuring that the AR complies with FCA rules.

Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.

Customer service
Locations
Locations
Locations
© 2025 Project AB Ltd.
AdviserBook is a trading style of Project AB Limited. Registered in England & Wales at 5&6 Waterside Court, Albany Street, Newport, NP20 5NT (No. 14765054).
All financial advice firms displayed are provided by the Financial Conduct Authority (FCA), meaning they are authorised and regulated at the time of the last data feed.