Heritage is now Verso Wealth Management, Solihull

Heritage IFA Limited became part of the Verso Wealth Group (Verso Wealth Management Limited) in December 2022 and became known as Verso Wealth Management Solihull on 29th April 2024. The information displayed on this website is correct at that date and is no longer being updated.

At the current time our mortgage service remains regulated under the Heritage name and direct authorisation with the FCA. This will be brought under the Verso umbrella once regulatory permissions for the change have been granted.

To view our new Group website, please go to www.versowm.com/verso-wealth-management-solihull/

Here at Heritage we work with individuals and businesses across a wide range of financial services to strengthen their economic positions through intelligent investments, tax mitigation and long term strategic planning.

Our decades of experience combined with a desire to give you honest, clear and effective advice to protect your wealth ensure that you are receiving the best financial support available.

Authorised and regulated by the Financial Conduct Authority: No. 433288
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Past performance is not indicative of future results and no representation is made that results where stated, will be replicated. Investment values rise and fall and the value of them is not guaranteed. On encashment you may not get back the amount invested.