Heronsgate Capital
Heronsgate Capital provides wealth and investment advisory services, focusing on managing and growing investments. The firm offers personal service and individual advice to assist clients in navigating financial challenges.
- Tax optimisation
- Wealth management
- Financial planning
- Cashflow modelling
- Investment advisory services
Locations
Digital Popularity
Social Media
LinkedIn725 Followers
Competitors
Herbert & Webster provides personalised financial planning and wealth management services specifically tailored for high net worth individuals and their families.
First Wealth is a financial planning and wealth management firm dedicated to improving clients' financial wellbeing and happiness.
London & Capital is a wealth and asset management firm that provides bespoke global financial planning and investment services.
Time Family Office provides tailored financial services and wealth management solutions for high-net-worth individuals and families.
Company Details
Heronsgate Capital is operated by Heronsgate Capital LLP and is a Active company incorporated on 13 January 2020 with the registered office located in London, City of London. Heronsgate Capital LLP was registered 5 years ago.
Status
Active
Size
Small
Directors
4
Age
5 years old
Employees
19
Turnover
£4.27M
Total Assets
£2.01M
Cash in Bank
£1.43M
Total Liabilities
-£479.17K
Teams
20
8
7
4
4
3
1
Non Executive Director • Joined May 2020
Partner • Joined Mar 2021
Office Manager & Executive PA • Joined Nov 2022
Partner - Investment Management • Joined Jan 2020
Director • Joined Jul 2020
Director • Joined Jan 2022
Associate Director • Joined Oct 2020
Associate Director • Joined Nov 2020
Associate Director • Joined Apr 2021
Client Services Executive • Joined Apr 2023
Office Manager & Executive PA • Joined Nov 2022
Director • Joined Jul 2020
Director • Joined Jan 2022
Associate Director • Joined Oct 2020
Associate Director • Joined Nov 2020
Associate Director • Joined Apr 2021
Head Of Compliance • Joined Nov 2024
Client Services Manager • Joined Dec 2024
Investment Analyst • Joined Nov 2021
Investment Analyst • Joined Mar 2021
Associate Financial Planner • Joined May 2024
Junior Paraplanner • Joined Nov 2024
Junior Paraplanner • Joined May 2024
Chartered Financial Planner • Joined Sep 2024
Junior Paraplanner • Joined Oct 2024
Client Services Executive • Joined Apr 2023
Client Services Executive • Joined Jul 2023
Client Services Manager • Joined Dec 2024
Partner • Joined Mar 2021
Associate Director • Joined Oct 2020
Associate Director • Joined Nov 2020
Associate Director • Joined Apr 2021
Non Executive Director • Joined May 2020
Office Manager & Executive PA • Joined Nov 2022
Director • Joined Jul 2020
Director • Joined Jan 2022
Partner - Investment Management • Joined Jan 2020
View 20 members