We are delighted to announce that Heron House Financial Management has been awarded ‘Best Financial Advice Firm in Wales 2020’ from the CityWire New Model Adviser financial publishing and news organisation. This award is considered very prestigious in the profession and this is our seventh time winning. We won the award for our all-round performance, value for money, philanthropy work and the wide range of financial planning and investment services that we offer to our clients.

Saran and Liam attended the investment conference and awards ceremony at the Park Plaza Hotel in London.

It is very pleasing to be recognised for the work we do and we would like to thank our staff and clients for making this possible.