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Independent Financial Advisor (IFA) in Newport, South WalesHeron House Financial Management Ltd
Address: Heron House, 1 Bryngwyn Road,
Newport, South Wales. NP20 4JS
Telephone: (01633) 258200
Fax: (01633) 211941
Visit our Web Site: www.hhfm.co.uk
Contact: - Chris Jordan Email firstname.lastname@example.org
Saran Allott-Davey Email email@example.com
Nicole Lamburn Email firstname.lastname@example.org
Senior advisers hold the following:
Is to cosset our clients and cost effectively maximise the growth of their wealth.
Our work falls into two broad categories:
Wealth Management Services
We have wide experience in dealing with large and medium size investment portfolios and have a structured approach to setting up, reviewing and monitoring investment portfolios. We use an independent research agency to assist with our investment recommendations and have particular expertise regarding ethical funds. We place great emphasis on asset allocation at outset and on an ongoing basis.
All of our investment work is on a bespoke basis. We do not shoe-horn clients into standard portfolios.
Financial Planning Services
Our objective is to help people meet their financial goals and objectives and to help them achieve the things in life that are important to them.
The starting point will be a detailed assessment of your current situation and the appropriateness of any existing financial products that you hold. We generally work closely with our clients' other professional advisers, such as accountants or solicitors and will make appropriate introductions if required.
Many of our clients are recently retired, business owners, and people with substantial investment funds. However, we deal with a wide range of clients, our key criteria being that we are able to provide value for money. We generally meet clients at our offices in Newport or in London.
Please give us a call to discuss your circumstances and we will be happy to discuss your individual requirements.
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