Heron House
Heron House offers financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees. The firm focuses on ethical investment and sustainable goals, providing clients with tailored financial advice.
- Personal Injury
- Wealth Management
- Ethical Investment
- Retirement Planning
- Financial & Life Planning
- Inheritance Tax & Estate Planning
Locations
View 25 addresses
Competitors
True Potential Wealth Management provides expert financial advice and wealth management services tailored to individual client needs.
Company Details
Heron House is operated by Heron House Financial Management Limited and is a Active company incorporated on 11 March 1996 with the registered office located in Newport, Gwent. Heron House Financial Management Limited was registered 29 years ago.
Status
Active
Size
Small
Directors
5
Age
29 years old
Employees
22
Turnover
Unreported
Total Assets
£1.25M
Cash in Bank
£1.14M
Total Liabilities
-£221.23K
Teams
12
4
4
4
1
1
Owner • Joined Apr 2001
Compliance Officer • Joined Jan 2025
Managing Director • Joined Oct 1994
Client Care Manager • Joined Feb 2008
Certified Financial Planner • Joined Sep 2013
Chartered Financial Planner • Joined Jun 2015
Senior Technical Support • Joined Dec 2024
Technical Support • Joined Sep 2024
Chartered Financial Planner • Joined Mar 2014
Trainee Financial Planner • Joined Apr 2021
Certified Financial Planner • Joined Sep 2013
Chartered Financial Planner • Joined Jun 2015
Chartered Financial Planner • Joined Mar 2014
Financial Planner • Joined Jun 2022
Client Care Manager • Joined Feb 2008
Senior Technical Support • Joined Dec 2024
Technical Support • Joined Sep 2024
Technical Support • Joined Oct 2018
Owner • Joined Apr 2001
Operations Director • Joined Jul 2019
Managing Director • Joined Oct 1994
Client Care Manager • Joined Feb 2008
Full Time Mum
Compliance Officer • Joined Jan 2025
View 12 members