Regulatory Compliance & Accreditations

Client Money Protection

We are fully covered by a government-approved Client Money Protection scheme, ensuring all client funds are held securely in a ring-fenced account. You can view our official CMP Certificate here.

Professional Insurance

We maintain comprehensive Public Liability Insurance and Professional Indemnity Insurance tailored to residential property management.

GDPR & Data Protection

We are registered with the Information Commissioner’s Office (ICO). Your personal data is handled with strict confidentiality and stored in full compliance with UK General Data Protection Regulation (UK GDPR).

Cookie Policy

Heritage Portfolio Partners uses essential cookies for site security and functionality, alongside first-party analytical cookies to understand website traffic and improve user experience. You can adjust your consent settings at any time via our cookie banner.

Redress Scheme

Heritage Portfolio Partners is a member of Property Redress Scheme, providing independent dispute resolution for landlords and tenants.

Complaints Procedure

We aim to deliver exceptional 1:1 service, but if you wish to raise a formal concern, please review our step-by-step Complaints Handling Procedure.

Privacy Notice

Read our full Privacy Notice to understand how we collect, use, and protect your personal information.

Terms of Usage

Access our Terms of Usage governing the use of the Heritage Portfolio Partners website and digital services.