Financial Guides Adviser area

The Heritage Financial Planning Partnership

Registered office address

Rural Innovation Centre

Avenue H;Stoneleigh Park

Kenilworth

Warwickshire

CV8 2LG

Advice methods
The Heritage Financial Planning Partnership have not confirmed their methods of giving advice.

The Heritage Financial Planning Partnership

Financial Adviser based in Avenue H;Stoneleigh Park

  1. Home
  3. Find an adviser
  5. The Heritage Financial Planning Partnership
{{ 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.