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Brisker Court, 1685-1689 High Street

Knowle, Solihull, B93 0LN

01564775177

Clear advice. Clearly effective.

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About us…

Heritage Independent Financial Advisers Limited (Heritage) is a Financial Services Company providing holistic Independent Financial Advice to individuals and families of high net worth as well as businesses (both incorporated and unincorporated) and Trusts. This is underpinned by a bespoke investment process with the added advantage of discretionary powers via our partnership with Square Mile.
For full details on the services we provide, please contact us here.
Heritage was formed in November 2003 by several of the current team who had worked together for many years in Financial Services.
We are driven by a desire to provide the very best for our clients by building a long term partnership to ensure that we continue to achieve the most effective results.
Our directors and staff come from a variety of financial and business backgrounds. In addition to having the necessary skills and experience, our enthusiastic and approachable team is committed to ensuring that our clients enjoy their financial planning journey.

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Authorised and regulated by the Financial Conduct Authority: No. 433288
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The information and articles displayed on this website are intended for general information only. Although we try to ensure the accuracy of all content at all times, this cannot be guaranteed and none of the content should be taken as a recommendation to invest or proceed with any financial (or other) strategy. Appropriate qualified and personalised advice should be sought before any actions are taken.

Past performance is not indicative of future results and no representation is made that results where stated, will be replicated. Investment values rise and fall and the value of them is not guaranteed. On encashment you may not get back the amount invested.