
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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Christmas Update
As usual we are taking this opportunity, in December, to send our good wishes to all of our clients for Christmas and the New Year. Thank you to those who send us cards and good wishes, it is always lovely to hear from you and very much appreciated. A …
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