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Anyone involved in financial planning will be more than aware of Heron House and its award winning Senior Planner Saran Allott-Davey.
Allott-Davey has 20 years experience of delivering financial planning solutions to both individuals and corporates. She is one of the most highly qualified Financial Planners in the UK, holding an Honours Degree in Management and both the Chartered Financial Planner and Certified Financial Planner qualifications. Recent awards won include: Woman IFA of the Year, Investment Adviser of the Year, Pension Planner of the Year and Heron House won the regional title for the New Model Adviser of the Year for 2007.
Based in Newport, Wales, fee-based Heron House is fiercely independent and prides itself on the sensitive feel it has for the investment climate and well researched and fully independent knowledge of products available with no hidden links, allegiances or commissions. Ethical investing is one of its specialisms.
www.hhfm.co.uk
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