Mrs Atkins, an energetic lady in her 70’s was referred to Heron House by an existing client. Mrs Atkins had recently been widowed and had inherited a portfolio of shares from her late husband. He dealt with the family’s finances and as one of his hobbi …
John Davies had been referred to us through his legal practice after succeeding in his claim against the NHS for negligence at birth. The Court of Protection had appointed two deputies to act on his behalf of John, one of whom was John’s mother and the …
We carried out a review of Mrs Greene’s personal circumstances and current financial plan a few years ago. It became clear that there were several issues in her life that needed to be addressed and she needed assistance to sort things out. These issues …
After Simon Jones and his wife Anna sold their business, they were keen to plan their financial future through the aid of ethical investments. They came to Heron House because they were becoming increasingly frustrated with their existing adviser who w …
A full Financial Plan was built for Mr & Mrs Hope several years ago showing them to be on track to meet all of their goals. A change in their circumstances led us to update their plan which identified that they could no longer meet all of their sho …
For many years, Miss Oliver was a high flying City executive, and whilst earning significantly more than she could in her hometown, she was clearly unhappy with the City lifestyle, stresses and pressure. A revised Financial Plan was devised and agreed …
A new client approached us who owned his own business and was approximately 5 years from retirement. He wanted guidance on how to make best use of his existing funds and how to organise his finances to provide an income in retirement. Mr Morse owned a …
Ron sold his trading business for a substantial sum. Our bespoke strategy involved reinvesting some funds into Business Property Relief qualifying products to maintain some Inheritance Tax advantage on a portion of the funds. We met with each of his ch …