Heron House Financial Management Limited
Initial consultation free
Independent financial adviser
Established over 25 years ago, Heron House Financial Management Ltd is a multi-award winning Chartered Financial Planning and Chartered Wealth Management firm.
We are independent, employee owned and directly regulated by the Financial Conduct Authority.
We can advise you on
Clients
helped
< 10helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
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
Ms Saran Allott-Davey CFP AFPC AIFP IMC
Managing Director
MR Chris Jordan CFP AIFP IMC
Director
MRS Nicole Lamburn
Certified Financial Planner
Mr Andy Willemite
Chartered Financial Planner
Legal information
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