Awards
We have always insisted on testing
ourselves against our peers regularly and
do not sit on our laurels.
Our systems, processes and approach to
business are regularly scrutinised by
entering the leading competitions in our
profession. We believe this helps us to be
at the forefront of wealth management and
maintain best practice at all times.
Awards have been won as a team as well
as individuals. We are very proud of our
team approach at Heron House and are
particularly pleased that this has been
recognised by Citywire with the Welsh
regional award for New Model Adviser of
the Year for four out of the last five
years.
