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David Stock & Co.
Limited - IFA

Heron House
Financial
Management Ltd

John Gaulton
Independent Financial
Adviser

Financial Planning
Solutions Ltd

Independent Financial Advisor (IFA) in Newport, South Wales

Heron House Financial Management Ltd

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
Wayne Evans Email wayne@hhfm.co.uk

General information

Qualifications

Senior advisers hold the following:

Investment Management Certificate
Chartered Financial Planner
CFP - Certified Financial Planner
AFPC - Advanced Financial Planning Certificate(CII)
G60 - Pensions (CII)
APFS Member by examination of the Personal Finance Society
AIFP - Associate Member of the Institute of Financial Planning
CF7 - Lifetime Mortgage Activities
CF8 - Long Term Care Insurance
CF9 - Pensions Simplification

Other advisers hold the following:

Cert PFS
MIFP
JO2 - Trusts
SV1 - Savings and Investments
FPC - Financial Planning Certificate(CII)
JO6 - Savings and Investments
RO3 - Personal Taxation

Heron House Financial Management Ltd are award winning Chartered and Certified Financial Planners offering a fee-based professional service. Our hallmark is the close relationship we have with out clients, for whom we plan, advise, manage and liaise seamlessly across the boundaries of other disciplines and service arenas.

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:

Investment 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 by working on a fee basis we are able to remove product bias and focus on all of the key issues that are important to our clients.

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 business owners, people with substantial investment funds and sports and media personalities. 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, but home visits can be arranged if required.

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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