Managing Director and Chartered Financial Planner
BSc Hons Management
Chartered Wealth Manager and Fellow of the Personal Finance Society
Saran founded Heron House in 1994 and is the former Chair of the South Wales Branch of the Institute of Financial Planning (IFP). Saran has been involved in providing financial planning services to companies and individuals for over 25 years. She is one of the most highly qualified Financial Planners in the UK.
Saran enjoys working with a wide range of individuals, from children of her key clients, to those who have sold businesses or retired from employment and are looking for investment advice on large sums. She has a personal interest in ethical investment and specialises in investment and inheritance tax planning.
Her experience as a Financial Planner and businesswoman have been recognised with three outstanding national awards: Winner of the Woman IFA of the Year, Winner of the Financial Adviser Investment IFA of the Year, and as MD, along with the team, Saran has steered HHFM to be recognised by Citywire seven times in their annual awards as the top Welsh investment and financial planning firm.
Saran was delighted to be appointed to the board of the new employee ownership trust which has recently taken a controlling interest in HHFM. This is the culmination of several years of succession planning to ensure that our clients and staff are protected for the long term.