Heron House Financial Management Ltd

Heron House Financial Management Ltd is a leading, independent, employee-owned Chartered Financial Planning and Chartered Wealth Management firm based in Newport, South Wales. We provide a personal, bespoke, and sustainable approach to financial planning, built on a foundation of over 30 years’ experience. Unlike firms offering set packages, we prioritize understanding each client’s unique needs and aspirations, guiding them through wealth safeguarding and future growth. Our team, comprised of Chartered and Certified Financial Planners and Chartered Wealth Managers, delivers comprehensive in-house advice, fostering long-term relationships with generations of families. As a B Corp Certified firm and recipient of ‘Best Financial Advice Firm in Wales’ for ten consecutive years (awarded by New Model Adviser), Heron House is committed to ethical practices, professional integrity, and client wellbeing. We are authorised and regulated by the Financial Conduct Authority.