Blue Heron Financial Services Ltd
Initial consultation free
Restricted
We offer you a quality triple "A" service covering advice, application and administration.
We can advise you on
Clients
helped
421helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MS Rebecca Harbrow
Chartered Financial Planner
What our clients say
e
Emma
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
I needed to renew my...
d
Dawn
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
I needed to understand and...
b
Ben
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
Make my money work as hard as...
t
Tracy
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
To change mortgage
How did...
s
Sarah
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
I set up a limited company and...
n
Nick
Overall Rating: 5
Quality of Advice: 5.0
Quality of Service: 5.0
Value for Money: 5.0
What were the circumstances that caused you to look for a financial adviser?
Required pension investment...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Blue Heron Financial Services Ltd is a Restricted Financial Advice Firm within The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. This means we offer advice on a wide range of products and services from a panel of providers, although we can recommend First Charge Mortgages from across the market. Some Buy to Let and Commercial mortgages are not regulated by the Financial Conduct Authority. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Approved by The Openwork Partnership on DD-MM-YYYY (date to be updated once profile's been approved).
Legal information
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