Heron House Financial Management Limited
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Financial planning
- Wealth management
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Heron House, 1 Bryngwyn Road, Newport, South Wales, NP20 4JS
We believe in providing a bespoke approach to financial planning based on a close long-term working relationship.
Our advice will often span generations in the same family and our understanding of the family will allow us, when needed, to cover far more than basic financial issues.
While most firms focus on either financial planning or investment advice, we are unusual in that our advisers are highly qualified and experienced in both areas. We are both Chartered financial planners and qualified investment managers.
Our Clients' ethical preferences and attitudes to environmental issues have become a speciality of the practice and will form a core design feature of a portfolio when requested.
Each client has a lead adviser with at least twenty years experience, and access to a dedicated client team to assist them with their affairs.
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