I would like to thank you and your team for the excellent work that went into finalising most satisfactorily, both Gerald’s and my private pensions. We value the attention to detail that went into resolving seven individual pensions and are extremely pleased with the resulting annuity payments. Your invaluable help and friendship over the many years of our association is well appreciated.
Lynette & Gerald Williams – Penarth
The clarity of the advice which is tailored to your needs plus the integrity and customer focus of HHFM.
Mrs F – Newport
Frank, open, honest discussions about investment alternatives. Excellent support by office staff. Very responsive, supportive and cooperative and helpful.
B.M. – Surrey
I have been very happy with the advice given and that Saran and Chris do have discussions and look for the best advice from wherever it may be found.
J.P. – Wrexham
Trust and quality of advice.
Mrs D – Bath
Quality advice, personal approach, friendly approach and professionalism.
Adam Brooks – Cheshire
Professional, Honest, Long term relationship with ALL members of staff.
Contad Posthumous – Cornwall
The ability to discuss financial matters and the fact that you are not averse to saying “No” to your clients.
Mr & Mrs Lewis – Monmouthshire
Saran gives me the impression that she really cares about my current position and is giving useful information explained in a language I can understand. She is very friendly and helpful.
Mrs G – Cardiff
The willing, helpful and friendly services of an adviser who gives unbiased advice and understands my needs and attitude.
Mrs R – Bristol
Completely professional, clear concise, knowledgeable advice. Incredibly fair with fees, they treat their clients in a totally personal way. One feels a bond of trust developing that reminds me of the old fashioned relationship that developed between a GP and his patient.
Angela & Derek C – Mold
All discussions were carried out with a complete lack of jargon. Any that was in documents were explained fully. A genuine interest was shown in our personal circumstances. We were recognised and spoken to out of the office.
Mr S – Monmouth
As a fairly new client I have appreciated a quick response on questions asked.
Mrs B – Cardiff
As always we found the discussion helpful and interesting and now feel more confident about our plans for the year (indeed years) ahead.
Mr & Mrs B – Monmouth
Pam and I have just received our half-yearly statement from Transact. We are very pleased with the performance of our investments, based on your advice. I know we have to look to the long-term but this is a very good start.
Chris and Pam Reading – Newport
I’d like to say that the advice and support we have received from both yourself and Saran over the last few years has restored our faith in the financial industry. We count ourselves very lucky to have finally found advisers who we can put our trust in. Although we of course appreciate that investments can go down as well as up, I can’t emphasise how reassuring it is to know that our portfolios are being managed by Heron House and that we may actually have enough funds to retire on a modest income at some point in the future, combined with our state pensions.
This is all we wanted when we first started paying into our original pensions 32 years ago and we had almost given up hope of accruing enough in time to enjoy retirement.
Mr & Mrs P