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NP - Newport

David Stock & Co.
    Limited - IFA
Heron House
    Financial
    Management Ltd
John Gaulton
    Independent Financial
    Advisors
KILSBY WILLIAMS
    & GOULD LTD
Portfolio Financial
    Consultancy Ltd


Independent Financial Advisor (IFA) in Newport, South Wales

Heron House Financial Management Ltd
Independent Financial Advisor (IFA) in Newport, South Wales
Address: Heron House, 1 Bryngwyn Road,
Newport, South Wales. NP20 4JS
Telephone: (01633) 258200
Fax: (01633) 211941
E-mail: mail@hhfm.co.uk
Visit our Web Site: www.hhfm.co.uk

Contact: - Chris Jordan Email chris@hhfm.co.uk
                Saran Allott-Davey Email saran@hhfm.co.uk
                Nicole Lamburn Email nicole@hhfm.co.uk


General information

Qualifications

Senior advisers hold the following:
  • Investment Management Certificate
  • Chartered Financial Planner
  • Chartered Wealth Manager
  • CFP - Certified Financial Planner
  • AFPC - Advanced Financial Planning Certificate(CII)
  • G10 Taxation and Trusts
  • G20 Personal Investment Planning
  • G30 Business Financial Planning
  • G60 - Pensions (CII)
  • K10 Retirement Options
  • RO8 Pensions Update
  • Associate APFS Member of the Personal Finance Society
  • CF7 - Lifetime Mortgage Activities
  • CF8 - Long Term Care Insurance
  • CF9 - Pensions Simplification
  • JO7 Supervision in a Regulated Environment
  • FPFS
Other advisers hold the following:
  • Investment Management Certificate
  • Certified Financial Planner
  • Dip PFS
  • ACII
  • CeMap
Heron House Financial Management Ltd are award winning Chartered Financial Planners and Chartered Wealth Managers and have been delivering a fee-based professional service since 1994. Our hallmark is the close relationship we have with our clients, for whom we provide integrated wealth management and financial planning guidance.

Our Mission
Is to cosset our clients and cost effectively maximise the growth of their wealth.

Our Services
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.

Our Clients
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.

Next Stage
Please give us a call to discuss your circumstances and we will be happy to discuss your individual requirements.

01633 258200


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