Heron House Financial Management Ltd

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Heron House Financial Management Ltd has had to demonstrate that it provides a comprehensive Financial Planning service for clients as well as having a clear cost or fee structure. The firm has also demonstrated its commitment to the IFP™s Code of Ethics and Practice Standards and have appropriately trained and qualified staff. All client facing advisers must have been tested on their Financial Planning skills at an advanced level, and at least 50% of registered advisers must be qualified as a CERTIFIED FINANCIAL PLANNERCM professional, or equivalent. Very few Financial Planning firms in the UK meet these exacting standards.

Head office: 
Heron house,
1 Bryngwyn Road,
NP20 4JS, Newport
01633 258200
Regions served: