This firm is no longer registered as an appointed representative.

It cannot legally carry out FCA-regulated activities. If anyone is currently dealing with this firm as if it still has permission, treat that as a serious red flag and verify directly with the FCA.

Heritage Financial Partners Limited

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FRN: 200389
Last scraped: 4 minutes ago

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Addresses

The contact details this firm has registered with the FCA.

Principal Place of Business

Kelham House

Kelham Street

Doncaster

South Yorkshire

DN1 3RE

UNITED KINGDOM

Phone

+4401302760909

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Sabine Kamp
IRN SXK01152
- (15)Employed By (5 May 2000 to 7 Feb 2002)
Sean Antony Roberts
IRN SAR00022
- (47)Employed By (22 Aug 2001 to 3 Jul 2002)
Stavros Steven Stavrou
IRN SXS00131
- (44)Employed By (14 Jun 2001 to 21 Jan 2003)
Steven Robert Baker
IRN SRB00053
- (4)Employed By (22 May 2001 to 24 Feb 2003)
Trevor Gordon Barwood
IRN TGB00011
- (32)Employed By (16 Aug 2001 to 24 Sep 2002)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.