We deliver a personal, tailored approach to financial planning – and a relationship you can rely on for years to come.
At Heron House, we believe in a personal, bespoke approach. One that will stand the test of time. So you will not find set packages or off-the-shelf solutions, just an understanding that everyone’s financial situation is different.
We take the time to understand where you are in life – and more importantly, where you want to be. Then, armed with that knowledge, we will guide you through the myriad of options; safeguarding your wealth and helping you secure future growth.
Every step of the way, you will be dealing with a lead planner who has at least 20 years’ experience, plus the support of a friendly, dedicated team. We forge close, long-term relationships; it is not unusual for us to work with generations of the same family.
Another great benefit of working with Heron House is that your lead planner will be both a Chartered Financial Planner and a Chartered Wealth Manager. So unlike most firms who focus on either financial planning or investment advice, we have the qualifications and the experience to handle everything for you in house.
With Heron House, it is easy to keep your finances on track.