Is Heritage Holdings Partners Limited regulated by the FCA?

Yes. Heritage Holdings Partners Limited appears with FCA status Authorised.

What is Heritage Holdings Partners Limited's FRN?

Heritage Holdings Partners Limited's firm reference number is 1040342.

Is Heritage Holdings Partners Limited a UK MiFID firm?

No. Heritage Holdings Partners Limited does not currently appear on the MiFID firms register used for this directory.

Firm profile

UK (FCA)

Authorised

Authorised since March 2026

Last updated 28 March 2026

Heritage Holdings Partners Limited

Investment and advice, Wealth manager

Location

Heritage Holdings Partners Limited, 26-28 Mount Row, London, W1K 3SQ

Website

https://www.heritageholdings.co

Summary

Heritage Holdings Partners Limited is a London-based wealth manager. It was first authorised by the FCA in 2026. It has permissions related to investments.

Timeline

20 July 2026

Role appointment: SMF16 Compliance Oversight (Clare Joanne Allen)

20 July 2026

Role appointment: SMF17 Money Laundering Reporting Officer (MLRO) (Clare Joanne Allen)

24 March 2026

First authorised by the FCA

Firm permissions

Designated Investment Business

Latest financial accounts

Financial data and risk indicators are available in the full platform.

Key people

SMF16 Compliance Oversight

Ms Jasmine Mazza