Heron House Financial Management Ltd

Heron House Financial Management Ltd is a multi-award-winning Chartered Financial Planning and Chartered Wealth Management firm based in Newport, Wales. Established over 25 years ago, Heron House is independently owned and employee-owned, with a team of highly qualified financial planners and researchers. They offer a personalized and bespoke approach to financial planning, catering to a wide range of clients across the UK. Their services include financial and life planning, wealth management, retirement planning, inheritance tax and estate planning, ethical investment, personal injury, and more.

Heron House is dedicated to providing professional advice and guidance to help clients achieve their financial goals. Their core values are professional yet friendly, integrity in all interactions, mutual respect, a team ethos, shared values, multi-generational, and purpose before profit. They are committed to providing knowledgeable advice backed by qualifications and training, and strive for good customer outcomes. Heron House is also a certified B Corporation, demonstrating their commitment to social and environmental responsibility.

Heron House Financial Management Ltd is an employee-owned company that prioritizes a team approach to financial planning. While the job posting doesn't explicitly mention flexible work arrangements, the company's emphasis on employee well-being and creating a positive work environment suggests a willingness to consider flexible options for its team members.

Heron House Financial Management Ltd. is an employee-owned company that offers a range of benefits to its employees, including the opportunity to participate in the company's success through its Employee Ownership Trust (EOT) scheme. They also prioritize employee well-being by fostering a collaborative and supportive work environment and offering opportunities for professional development through ongoing training and qualifications.

Heron House Financial Management Ltd is an award-winning, independent, employee-owned firm dedicated to providing personalized, tailored financial planning and wealth management solutions to clients across the UK. They believe in a bespoke approach that prioritizes understanding individual needs and aspirations, ensuring financial clarity in a complex world. Their team of experienced, qualified Chartered Financial Planners and Chartered Wealth Managers are committed to long-term prosperity and wellbeing for their clients, fostering close, multi-generational relationships built on trust and integrity.

Heron House promotes a collaborative and client-centric culture built on strong ethical values. They emphasize a team ethos, mutual respect, and a professional yet friendly approach, prioritizing long-term relationships with their clients and fostering a sense of shared values across the company. Their employee ownership model and focus on purpose over profit further highlight a culture that values its people and prioritizes the well-being of clients and the company itself.

Heron House promotes a culture of diversity, equity, and inclusion through its employee ownership structure and commitment to ethical values. The company prioritizes a multi-generational approach to financial planning, ensuring that all individuals, regardless of age or background, receive access to personalized financial guidance and support. This commitment to inclusivity is further reflected in their team's composition, which comprises a diverse range of professionals with varying backgrounds and expertise, fostering a welcoming and collaborative environment.