Heron House Financial Management Limited

Independent Financial Adviser  Heron House, South Wales, NP20 4JS
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FCA authorised
Last authorised 21st June 2021
HHFM is an award winning chartered financial planning firm established in 1994, specialising in investment and inheritance tax planning.
We can advise you on
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Annuity purchase
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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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SIPPs
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Stakeholder
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MRS Nicole Lamburn
MR Chris Jordan CFP AIFP IMC
Director
MS Saran Allott-Davey CFP AFPC AIFP IMC
Managing Director
About us

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.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Heron House, 1 Bryngwyn Road, Newport, South Wales, NP20 4JS

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