
Blue Heron Financial Services Ltd
Initial consultation free
Restricted
We offer you a quality Triple 'A' Service.
Blue Heron Financial Services Ltd is a Restricted Financial Advice Firm within The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
We can advise you on
Clients
helped
helped
649
Minimum
pension value
pension value
£50k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
mortgage value
£100k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Saul Nagus
Financial Planner
MS Rebecca Harbrow
Chartered Financial Planner
What our clients say
e
Emma
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
I needed to renew my mortgage.
How did Rebecca Harbrow help you?
Rebecca found me the best rates and explained the different types of mortgage.
Have you seen the outcome you were hoping for?
Yes - I now have a tracker mortgage which is what I wanted as I would like to move shortly.
What could they have done better?
Nothing.
t
Tracy
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
To change mortgage
How did Rebecca Harbrow help you?
She helped us get the best mortgage deal for us
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We were so pleased with her service that we can not answer this question
d
Dawn
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
I needed to understand and track down all my different pension pots and understand the best options. This also coincided with a review of life insurance after renewing my personal mortgage and then looking at company mortgage options for a new company.
How did Rebecca Harbrow help you?
Life Insurance, Pensions, Mortgage and Conveyance services so far!
Have you seen the outcome you were hoping for?
Yes we are currently working with Rebecca and her team
What could they have done better?
We can get hold of Rebecca and her team over the telephone or by email. The level of customer service is outstanding and they take the time to explain things in different ways to ensure you understand the different elements of the law or tax. A fantastic group of female leaders to work with!
s
Sarah
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
I set up a limited company and needed advice for pension,insurances and long term planning
How did Rebecca Harbrow help you?
Rebecca helped to set up my pension, life insurance and sick cover insurance
Have you seen the outcome you were hoping for?
Absolutely - the advice she gave was clear, easy to understand and educated me on different insurances I did not know existed!
What could they have done better?
Nothing - her service is professional, efficient, and very clear!
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Blue Heron Financial Services Ltd is a Restricted Financial Advice Firm within The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. This means we offer advice on a wide range of products and services from a panel of providers, although we can recommend First Charge Mortgages from across the market. Most Buy to Let and Commercial mortgages are not regulated by the Financial Conduct Authority. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Approved by The Openwork Partnership on DD-MM-YYYY (date to be updated once profile's been approved).
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