Heron House Financial Management Ltd

Heron House
1 Bryngwyn Road
South Wales
NP20 4JS

Contact Person

Saran Allott-Davey
Managing Director
DescriptionWe are here to help our clients manage and grow their wealth through advice that is personal, professional and clear. We have been doing that for clients across the UK for over 25 years. We offer a range of services to meet our client's financial planning and wealth management needs; Financial & Life Planning, Wealth Management, Retirement Planning, Inheritance and Estate Planning, Ethical, Sustainable and Environmental Investing, Personal Injury and Court of Protection.ApproachWe have a long tradition and interest in sustainable finance and tailor our portfolios to each of our sustainable investors, recognising that clients have varied views and interests. We want our clients to be comfortable with all aspects of our advice, therefore we want to talk about things that matter to them and tailor our advice accordingly to produce a portfolio that is bespoke to fit their beliefs. There is excitement in the industry and amongst clients with the increasing number of ethical, environmental and socially responsible funds on offer at present. At Heron House we have undertaken extensive research into these funds so clients can be accurately informed when considering our advice. To support our research we work with an independent company called Worthstone. Worthstone provide impartial analysis on the social and environmental impact of investments funds. We believe each individual sustainable and ethical investment portfolio we put together aligns with our client's beliefs and has delivered similar, and in some cases better, financial returns than non-screened investments.