We look at the whole picture, then find the most effective way to create your bespoke financial plan and investment portfolio.
Wealth Management is about looking at your unique financial situation and helping you make the most of it. That is something we do every day for our clients all around the country.
Our first step is to spend time finding out what really matters to you. We review your overall wealth, including all cash, property and business assets, then we analyse your existing pension plans, investments and savings. Once we have a clear picture of your situation, we can streamline, simplify and organise your financial affairs.
You will be introduced to a small team of highly experienced and qualified Chartered Wealth Managers who are there to offer help and advice when it comes to tax planning, budgeting and life’s big financial decisions. They are also excellent when it comes to investment strategy.
Everyone’s financial landscape is different, so you will not find us trying to offer you model portfolios or off-the-shelf solutions. We will treat you as an individual and give you tailored advice that is just perfect for you and your money.
With Heron House, you can make your assets work harder, boost your income and even save on investment fees!
Wrap accounts bring together all of your family’s holdings such as pensions, investments, trust funds, ISAs, investment bonds and shares.
We use modern wrap services to allow you and us to see all of your holdings at a glance and make changes quickly when needed. It means a lot less confusing paperwork about your investments, and gives you a feeling of control over your financial affairs.
A wrap account will give you one detailed tax statement covering all of your investment and pension affairs and will also track the capital gains tax implications of your whole portfolio.
With Heron House, you will also have access to specialist wholesale funds such as those traditionally used by large pension funds and charities, not just the mainstream retail funds that are widely on offer elsewhere.