city wire awards

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 six times by Citywire with the Welsh regional award for New Model Adviser of the Year.

award ceremony

Individual awards include Woman IFA of the Year for Saran, Best Financial Planner of the Year for Chris and Best Post Retirement Planner of the Year for Wayne.
We also received the runner up award for Treating Customers Fairly for 2008 from the Financial Times publication, High Net Worth Investor.