Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
|
| | |
|
|
| |
|
Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
|
|
|
|
| Heron House Financial Management Ltd  Address: Heron House, 1 Bryngwyn Road, Newport, South Wales. NP20 4JS Telephone: (01633) 258200 Fax: (01633) 211941 E-mail: mail@hhfm.co.uk  Visit our Web
Site: www.hhfm.co.uk Contact: - Chris Jordan Email chris@hhfm.co.uk Saran Allott-Davey Email saran@hhfm.co.uk Wayne Evans Email wayne@hhfm.co.uk General information Qualifications Senior advisers hold the following:
Our Mission Is to cosset our clients and cost effectively maximise the growth of their wealth Our Services Our work falls into two broad categories: Investment Services We have wide experience in dealing with large and medium size investment portfolios and have a structured approach to setting up, reviewing and monitoring investment portfolios. We use an independent research agency to assist with our investment recommendations and have particular expertise regarding ethical funds. We place great emphasis on asset allocation at outset and on an ongoing basis. Financial Planning Services Our objective is to help people meet their financial goals and objectives, and by working on a fee basis we are able to remove product bias and focus on all of the key issues that are important to our clients. The starting point will be a detailed assessment of your current situation and the appropriateness of any existing financial products that you hold. We generally work closely with our clients' other professional advisers, such as accountants or solicitors and will make appropriate introductions if required. Our Clients Many of our clients are business owners, people with substantial investment funds and sports and media personalities. However, we deal with a wide range of clients, our key criteria being that we are able to provide value for money. We generally meet clients at our offices in Newport or in London, but home visits can be arranged if required. Next Stage Please give us a call to discuss your circumstances and we will be happy to discuss your individual requirements.
01633 258200
|
|||||||||||||||
