Company Information

Get to know Heritage Financial Solutions Ltd

Heritage Financial Solutions Ltd is a firm of Chartered Financial Planners and Independent Financial Advisers based in Oxfordshire, UK. They provide impartial and holistic financial advice to both individuals and businesses. Their core mission is to help clients achieve their financial goals through a range of services including retirement planning, investment management, mortgages, insurance protection, and inheritance tax planning. The company focuses on building long-term client relationships based on trust and professional expertise. It is an appointed representative of The On-Line Partnership Limited, which is authorised and regulated by the Financial Conduct Authority.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Heritage Financial Solutions Ltd

United Kingdom

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.