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
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)
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
FAQ
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Information shown here may be incomplete. Consult the FCA Register and Companies House for the firm’s official records.