Heron House Financial Management Ltd

55 posts

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Heron House Financial Management Ltd

Heron House Financial Management Ltd

@HHFMLtd

@NewModelAdviser's Best Financial Advice Firm in Wales 2024. Independent, employee owned and B Corp certified.

Newport, South Wales, UK Katılım Kasım 2021
120 Takip Edilen28 Takipçiler
Heron House Financial Management Ltd
Today marks the start of @CISI’s Financial Planning Week - an excellent initiative designed to encourage people to take control of their finances and seek help by speaking to a qualified financial planner! Find out more below and get in touch to see how we can help you.
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The CISI@CISI

It's the UK Financial Planning Week! We are encouraging everyone to take control of their finances and incorporate financial planning within their New Year goals. Learn more at a free consultation with a CFP™ Professional: cisi.org/cisiweb2/wayfi… #FPWUK

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Heron House Financial Management Ltd
In lieu of Christmas cards this year, we have chosen to support @greenmantrust, the charitable arm of @GreenManFest. This small but mighty Welsh charity has helped over 10,000 people since 2014 via an array of projects to help make positive social change in the community.
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Heron House Financial Management Ltd
Thank you to all of our clients and friends for your support throughout 2023, and for all the Christmas cards and kind gifts! Our office will be closed from lunch time this Friday until 9am on Tuesday 2nd Jan. Until then, we wish you all a Merry Christmas and a Happy New Year!
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Pension Awareness Day
Pension Awareness Day@PensionDay·
Good morning and welcome to the penultimate day of Pension Awareness 2023! @PensionGeeks start us off with a morning session for pension pros, sharing some of their insights on pension communication. You can still sign up to the week’s events by using the link in bio! #PAD23
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Heron House Financial Management Ltd
A report published by @CommonsPAC reveals there's over £1.7 billion in unclaimed Child Trust Funds (set up for children in the UK born between 01/09/2002 - 02/01/2011). Their average value is now around £1,900 so they're worth tracking down! See: shorturl.at/bpG15
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Age UK
Age UK@age_uk·
If you're worried about being scammed, it's important to remember that there's support available. ⚠️ Our Avoiding Scams information guide can help you protect yourself from scams, and point you in the right direction if you think you've been scammed: bit.ly/3OmsIL4
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Heron House Financial Management Ltd
A huge well done to Helen, who completed a charity walk in @BannauB last weekend to raise money for @alzheimerssoc. The weather was challenging, but Helen battled through the full 13 miles in around 6 hours and has raised an amazing £285! Very proud of you Helen!
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Heron House Financial Management Ltd
Our new office garden is officially open, and we can't wait to start bringing it to life! Very exciting to have a space like this and we look forward to seeing it develop over years to come. A huge thank you to all involved in the making! #MyWildNewport #BeforeAndAfter
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Heron House Financial Management Ltd
We are excited to announce our latest five day event starting on Monday 31st July. Please feel free to share and help us spread the word, and we look forward to receiving applications!
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Ayesha Khan
Ayesha Khan@AyeshaKhanCW·
Worked with @HHFMLtd's Liam Fowler, a financial planner and a trustee director on this article detailing his journey through financial services, Heron House's unusual ownership structure and their visions for the future. Well worth a read!🐦 citywire.com/new-model-advi…
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