We are delighted to announce that Heron House is now an employee owned business! After many years in the making, we have implemented our succession …
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New Model Adviser Awards 2020 Wales region
We are delighted to announce that Heron House Financial Management has been awarded ‘Best Financial Advice Firm in Wales 2020’ from the CityWire New …
Merry Christmas to all our clients and friends!
We wish you all a safe and peaceful Christmas and a prosperous New Year. HHFM has made a donation, in lieu of sending Christmas cards, to The …
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 …
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 …
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 …
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 …
Team Update – Karen Cowles
Job Title: Technical Support Assistant Q: What was you journey to become a member of the Technical Support team? After graduating from …
Team Update – Liam Fowler
Name: Liam Fowler Job Title: Technical Support/Investment Analyst Q: What was your journey to become a member of the Technical Support team? My …
Meet the team – Andy Willemite
Head of Investment Research / Financial Planner. BA (Hons) in History MSc in Management (Finance) Andy joined Heron House in 2014 as part of our …