Blue Heron Financial Services Ltd

Restricted - Whole of Market  Heron Tower, London, Greater london, SW18 4TF
First meeting at adviser's own cost
We offer you a quality triple "A" service covering advice, application and administration.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group private medical insurance
Response rating
9.7/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Rebecca Harbrow
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This exam accesses understanding of the financial services industry including regulation and legislation.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

Sarah Creek
Mortgage Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

About us

At Blue Heron, our clients are at the heart of what we do ensuring their financial wellbeing through service excellence.

We offer a wide range of quality services and insights that assist
our clients make sound financial decisions at every stage of their financial journey.
Our services include securing mortgages, insurance policies for both families and businesses and wealth management through tax efficient pensions and investment plans.

We work with company directors providing expert advice and guidance on company
investments, group benefits and pension schemes.

Our team expertly simplifies complex matters paying attention to individual needs and offering a personalised service.

Through the process we ensure full support by actively engaging with our clients by providing effective communication and building trust and confidence.

We are a young innovative company that will continuously adapt
to effectively serve the varying needs of our clients.

Our services

Advice small business owners on running their financial planning through the business more tax efficiently. In particular investment, pension and protection.

Where to find us
Head office address: Heron Tower, 110 Bishopsgate, London, EC2N 4AY
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.7/10
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FCA authorised
Last authorised 21st September 2020

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