the heritage partnership

The Heritage Partnership is an independent financial advisory (IFA) firm providing holistic financial planning services. Established to offer impartial and comprehensive advice, the company focuses on building long-term relationships with its clients. Their core services cover investment planning, retirement strategies including pensions, and estate planning with a focus on mitigating inheritance tax. As an independent firm, they are not tied to any single provider, allowing them to recommend financial products from across the market that best suit their clients' individual needs and goals. They are authorised and regulated by the Financial Conduct Authority (FCA).