Professional Adviser New Talent Awards 2019 Winners!
We are so incredibly proud of our young team winning a number of awards at the Professional Adviser New Talent Awards 2019, which took place in London on 26th September 2019. Rachel, deservedly won Administrator of the Year, and Liam was Highly Comme …
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NMA – Top 35 Next Generation Adviser 2018
Andy has appeared in New Model Adviser in their ‘Top 35 Next Generation Advisers 2018’. Andrew Willemite Age: 27 Financial planner and head of investment research, Heron House Financial Management As head of investment research, Andrew Willemite has ch …
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General Data Protection Regulation (GDPR)
General Data Protection Regulation (GDPR) comes into effect on 25th May 2018 Implementation of GDPR has resulted in us building a clear and simple client privacy notice. Our GDPR Client Privacy Notice can be found at the bottom of our home page. I …
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