Heron House Financial Management
Financial Services • 
Newport, Wales, United Kingdom • 11-20 Employees
Company overview
| Headquarters | 1 Bryngwyn Road, Newport, South Wales NP20 4JS, GB |
| Phone number | +441633258200 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Trusts, Inheritance Tax Planning, ESG, Ethical Investments |
| Founded | 1994 |
| Employees | 11-20 |
| Socials |
Key Contacts at Heron House Financial Management
Saran Allott-Davey
Managing Director
Chris Jordan Financial Planner |
Owner
Heron House Financial Management Email Formats
Heron House Financial Management uses 3 email formats. The most common is {first initial} (e.g., j@hhfm.co.uk), used 70.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@hhfm.co.uk | 70.6% |
{first name} | john@hhfm.co.uk | 23.5% |
{first initial}{last name} | jdoe@hhfm.co.uk | 5.9% |
About Heron House Financial Management
At Heron House, we believe in a personal, bespoke approach. One that will stand the test of time. You will not find set packages or off-the-shelf solutions, just an understanding that everyone’s financial situation is different. We take the time to understand where you are in life – and more importantly, where you want to be. Then, armed with that knowledge, we will guide you through the myriad of options; safeguarding your wealth and helping you secure future growth. Every step of the way, you will be dealing with an experienced lead planner, plus the support of a friendly, dedicated team. We forge close, long-term relationships; it is not unusual for us to work with generations of the same family. Another great benefit of working with Heron House is that we are both Chartered Financial Planners and Chartered Wealth Managers. So unlike most firms who focus on either financial planning or investment advice, we have the qualifications and the experience to handle everything for you in house. Heron House has been named Best Financial Advice Firm in Wales for the tenth time in 2024 by New Model Adviser. We are proud to be independent, employee owned and B Corp certified.
Heron House Financial Management revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Heron House Financial Management has 10 employees across 4 departments.
Departments
Number of employees
Funding Data
Heron House Financial Management has never raised funding before.
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