Find an Independent or Restricted Financial Adviser

Wealth management built around you - from one of the world's strongest banks.

At Blue Heron, your are at the heart of what we do. Ensuring your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions.

Providing professional financial planning services for private individuals and businesses.

We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.

We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.

I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.