Your capital is at risk and investments are not covered by the Financial Services Compensation Scheme (FSCS).

Read our full Risk Warning

Your capital is at risk and investments are not covered by the Financial Services Compensation Scheme (FSCS).


Target Fixed
Return PA


Year Term





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Heritage Bond Series 1 - Tranche 1

Fixed interest investment secured against five growth companies involved in: *nl +b Commercial property development + Fast-growing retail franchise brand + Industrial mining of cryptocurrencies + A portfolio of limited supply luxury assets + Expansion of manufacturing capabilities b+

Bond portfolio designed for the Innovative Finance ISA 

The intention of the Heritage Bond Series is to give investors the chance to participate in the exciting world of corporate investment and receive a target fixed interest return. The Offer has particularly been designed to suit investment through the tax-free Innovative Finance ISA programme.  

Eligible investors can take full advantage of the IFISA scheme by transferring your existing ISAs or setting up a new ISA. 

Heritage Bond Series 1 offers a target fixed return on capital raised for the purpose of financing a wide array of young and booming industry sectors alongside more traditional investment sectors. 
The diversification is intentional, as it aims to help reduce risk by spreading it across the underlying security pool.

With a portfolio ranging from the mining of cryptocurrencies and innovative retail franchises to limited edition Patek Philippe watches, property development and the manufacture of luxury holiday lodges, Heritage has covered many bases with its first issue.

The team behind the Heritage Bond Series sets this proposition apart from many others. It is a team of experts with proven success in researching and selecting robust businesses seeking capital for growth. To find out more about the specific investments in this portfolio, please register and/or log in to download the documentation.

Key Facts

  • Diversified underlying bond security pool aims to spread risk.
  • Balanced security pool in uncorrelated business sectors combined with a traditional "anchor" holding of property.
  • Experienced team of professionals. Independent Advisory Committee appointed helps to determine optimum investment structures.
  • Growing security pool. As further Heritage Bond Series are launched, they become part of a combined investment pool.

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