Based in Newport, Heron House Financial Management is one of the most prominent advice firms in South Wales, having been named best financial planner in Wales for the eighth time in 2021.

At Heron House, all investment portfolios are created individually for each client, who are urged to talk about the things that matter most to them so investment strategies can be built around their values and objectives. All investment research is carried out in-house and has a particular emphasis on developing a broad range of solutions for those who have strong sustainability and ethical preferences.

Heron House’s impact continues to extend beyond financial planning as they work closely with local charitable causes and work to reduce their impact on the environment, which they measure against the 17 Sustainable Development Goals outlined by the United Nations.

Last year, directors Saran Allott-Davey and Chris Jordan sold a controlling interest in Heron House to an Employee Ownership Trust as part of a long-term succession plan to secure the future of both their clients and close knit team of 20.

In September, Heron House celebrated a very successful first year as an employee owned company, despite the ongoing challenges of the global pandemic, having welcomed many new clients and three new colleagues to their expanding team.