Heron Wealth Management Ltd

Based in Cardiff, we work closely with clients all over the UK, helping people make informed decisions on a wide range Pension, Investment, Life Assurance and retirement issues. 

Our people have many years of experience in Financial Services, having previously held senior positions in the employee benefits divisions of Top 10 (by fee income) accountancy businesses, corporate IFA's or the pension or investment arms of leading insurance companies.  

Our focus is always on delivering positive outcomes that meet your needs and offer fair value for money.

For us, success is best measured by the people we work with wanting to retain us as their advisers for the long term and recommending us to their friends and colleagues.

We take the time to properly understand both your current circumstances, and what you are trying to achieve before recommending any product or service. 

We recognise circumstances can change greatly over time, so we regularly review your plans and investments to ensure they remain relevant. 

If you have any special needs or requirements, please let us know so that we can make any adjustments needed.

Heron Wealth Management Ltd Heron offers restricted advice, which simply means when researching suitable products we are not required to consider absolutely every single product in the market. 

Where "Whole of Market" advice is needed, we can link with other IFA businesses to ensure needs can be met in full.

We also maintain strong business links with a number of accountancy and law firms as well as other carefully selected specialists (including Actuaries, SIPP/SSAS administrators, PMI insurers, payroll providers and HR specialists) whose skills complement our own. 

Where a joint project with another business is necessary, you would engage each of these specialist directly. This highly collaborative approach enables us to facilitate complete solutions to highly complex scenarios, often at greatly reduced cost.

If you would like more information please feel free to give us a call or send us and email. We would love to hear from you.

The number to use is 02920 890444.