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Heron House Financial Management Ltd

Other monetary intermediation

4.9★★★★★(31 reviews, from external sources)

Business Contact

Saran Allott-Davey
Director

Contact Information

Heron House Financial Management Ltd
Heron House, 1 Bryngwyn Rd, Newport NP20 4JS, United Kingdom, UK92
Newport
Get Directions
Open — closes at 17:009:00 – 17:00
  • Monday9:00 – 17:00
  • Tuesday9:00 – 17:00
  • Wednesday9:00 – 17:00
  • Thursday9:00 – 17:00
  • Friday9:00 – 16:30
  • SaturdayClosed
  • SundayClosed
filingdata.companieshouse.gov.uk/doc/company/03170656
Fax
01633 211941
Social Media
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Business Description

Heron House Financial Management Ltd is a UK-based firm with over 25 years of experience in providing personalized, professional, and clear financial advice to high net worth individuals. As an award-winning, Chartered Financial Planner and Chartered Wealth Manager firm, they specialize in bespoke investment solutions, including ethical and sustainable strategies. As an Employee Owned Business, Heron House prioritizes purpose over profit, ensuring that the long-term prosperity and wellbeing of clients, colleagues, and the company are at the forefront of their ethos.

Annual Sales
> 50,000,000
Founded
2010
Years in Business
16
LGBTQ Friendly
Yes
Restroom
Yes
Wheelchair Accessible
Parking, Restroom, Yes

Industry: Legal and Financial » Finance other

Engaged in:
  • Loan companies
  • Other activities auxiliary to financial service activities
  • Other monetary intermediation
ISIC Codes
6419, 6619

Questions & Answers

  1. 1.How long has Heron House Financial Management Ltd been in business?

    Heron House Financial Management Ltd has been in business for 16 years

  2. 2.What is Heron House Financial Management Ltd's phone number?

    Heron House Financial Management Ltd's phone number is 01633 258200.

  3. 3.Where is Heron House Financial Management Ltd located?

    Heron House Financial Management Ltd is located at Heron House, 1 Bryngwyn Rd, Newport NP20 4JS, United Kingdom, UK92. Get Directions.

  4. 4.What are Heron House Financial Management Ltd's hours?

    Heron House Financial Management Ltd is open during the following hours: Monday - Thursday: 9:00 – 17:00; Friday: 9:00 – 16:30; weekends: Closed.

  5. 5.Who is the primary contact at Heron House Financial Management Ltd?

    The primary contact at Heron House Financial Management Ltd is Saran Allott-Davey (Director). You can reach them at saran@hhfm.co.uk.

  6. 6.Who else works at Heron House Financial Management Ltd?

    Heron House Financial Management Ltd also has 9 other listed contact: Christopher Michael Jordan, Clive Stanley Mathias, Eleni Christakis Selkirk, Kathryn Jordan, Peter Graham Allott, Chris Jordan, Andy Willemite, Ann Valerie Powell, Joanne Lucy Dorey_other.

  7. 7.What is Heron House Financial Management Ltd's website?

    Heron House Financial Management Ltd's website is hhfm.co.uk.

  8. 8.What is Heron House Financial Management Ltd's annual sales?

    Heron House Financial Management Ltd has annual sales of approximately > 50,000,000.

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