We deliver a personal, tailored approach to financial planning – and a relationship you can rely on for years to come.
Established over 25 years ago, Heron House Financial Management Ltd is a multi-award winning Chartered Financial Planning and Chartered Wealth Management firm. We are independent, employee owned and directly regulated by the Financial Conduct Authority.
The HHFM ethos is that everyone in the team works together for the long-term prosperity and wellbeing of clients, colleagues and the company itself, and we all adhere to the following core values:
- Professional, yet friendly
- Integrity in all interactions
- Mutual Respect
- Team Ethos
- Shared Values
- Purpose before profit
At Heron House, we believe in a personal, bespoke, sustainable approach that will stand the test of time. So you will not find set model portfolios 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 an experienced lead planner, 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 our prestigious Corporate Chartered Financial Planning Firm status, which is awarded to firms that have made a public commitment to aligned ethics and values, providing knowledgeable advice backed up by qualifications and training, and seeking good customer outcomes. Our team of advisers are Chartered or Certified Financial Planners, and Saran and Chris are Chartered Wealth Managers, so unlike most firms who focus on either financial planning or investment advice, we have the qualifications and experience to handle everything for you in house.
With Heron House, it is easy to keep your finances on track.
We take the time to understand where you are in life – and where you want to be.
Please contact us to find out how we can help you.
If you are interested in a career within financial planning, please send us your CV to review and we will get back to firstname.lastname@example.org