An award-winning team that is at the forefront of wealth management and financial planning.
We are very proud to have won a number of awards which recognise the work we do at Heron House – not only as a company but also celebrating the work of individual team members too.
It is particularly pleasing that for the sixth time, Citywire has recognised our contribution to financial services by giving us the Welsh regional award for New Model Adviser of the Year.
But we will not let this success go to our head. We regularly scrutinise our systems, processes and approach to ensure we remain at the forefront of wealth management and maintain best practice and the highest levels of customer satisfaction at all times.
We are also proud to hold the titles of Chartered Financial Planner & Chartered Wealth Manager.
Chartered Wealth Manager
This is a a title awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession. Chartered Wealth Manager is the mark of an up to date, experienced and qualified financial industry professional.
Chartered Financial Planner
The Chartered logo signifies that we have committed to:
- the highest levels of technical and professional knowledge and competence through professional qualifications
- keeping knowledge and skills up-to-date through continuing professional development
- ethical conduct through adhering to an industry Code of Ethics enforced through disciplinary sanctions.