ABOUT HERON HOUSE FINANCIAL MANAGEMENT LIMITED
We take the time to understand where you are in life – and more importantly, where you want to be. Then, armed with that knowledge, we will guide you through the myriad of options; safeguarding your wealth and helping you secure future growth.
Another great benefit of working with Heron House is that your lead planner will be both a Chartered Financial Planner and a Chartered Wealth Manager. So unlike most firms who focus on either financial planning or investment advice, we have the qualifications and the experience to handle everything for you in house.
We are very proud to have won a number of awards which recognise the work we do at Heron House – not only as a company but also celebrating the work of individual team members too.
Follow Bryngwyn Road until just before the T-junction – Heron House Financial Management is situated to your right.
KEY FINANCES
Year
2012
Assets
£148.18k
▲ £56.72k (62.01 %)
Cash
£121.4k
▲ £60.6k (99.65 %)
Liabilities
£0k
▼ £0k (NaN)
Net Worth
£148.18k
▲ £56.72k (62.01 %)
REGISTRATION INFO
-
Check the company
-
UK
-
Newport
- Company name
- HERON HOUSE FINANCIAL MANAGEMENT LIMITED
- Company number
- 03170656
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
11 Mar 1996
Age - 29 years
- Home Country
- United Kingdom
CONTACTS
- Website
- hhfm.co.uk
- Phones
-
01633 258 200
- Registered Address
- HERON HOUSE 1 BRYNGWYN ROAD,
NEWPORT,
GWENT,
NP20 4JS
ECONOMIC ACTIVITIES
- 66190
- Activities auxiliary to financial intermediation n.e.c.
LAST EVENTS
- 14 Mar 2017
- Confirmation statement made on 11 March 2017 with updates
- 02 Sep 2016
- Total exemption small company accounts made up to 31 March 2016
- 17 Mar 2016
- Annual return made up to 11 March 2016 with full list of shareholders
Statement of capital on 2016-03-17
GBP 200
See Also
Last update 2018
HERON HOUSE FINANCIAL MANAGEMENT LIMITED DIRECTORS
Peter Graham Allott
Acting
- Appointed
- 01 April 2015
- Role
- Secretary
- Address
- Heron House 1 Bryngwyn Road, Newport, Gwent, NP20 4JS
- Name
- ALLOTT, Peter Graham
Kathryn Jordan
Acting
- Appointed
- 01 April 2015
- Role
- Secretary
- Address
- Heron House 1 Bryngwyn Road, Newport, Gwent, NP20 4JS
- Name
- JORDAN, Kathryn
Saran Maria Allott Davey
Acting
PSC
- Appointed
- 11 March 1996
- Occupation
- Independent Financial Adviser
- Role
- Director
- Age
- 59
- Nationality
- British
- Address
- Heron House 1 Bryngwyn Road, Newport, Gwent, NP20 4JS
- Country Of Residence
- Wales
- Name
- ALLOTT- DAVEY, Saran Maria
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Christopher Michael Jordan
Acting
- Appointed
- 01 May 2001
- Occupation
- Independent Financial Planner
- Role
- Director
- Age
- 59
- Nationality
- British
- Address
- Heron House 1 Bryngwyn Road, Newport, Gwent, NP20 4JS
- Country Of Residence
- Wales
- Name
- JORDAN, Christopher Michael
Joanne Lucy Dorey
Resigned
- Appointed
- 01 March 1997
- Resigned
- 26 February 2001
- Role
- Secretary
- Address
- 8 Heol Y Gors, Whitchurch, Cardiff, South Glamorgan, CF14 1HE
- Name
- DOREY, Joanne Lucy
Christopher Michael Jordan
Resigned
PSC
- Appointed
- 21 July 2003
- Resigned
- 01 April 2015
- Occupation
- Independent Financial Planner
- Role
- Secretary
- Nationality
- British
- Address
- Heron House 1 Bryngwyn Road, Newport, Gwent, NP20 4JS
- Name
- JORDAN, Christopher Michael
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – More than 25% but not more than 50%
Clive Stanley Mathias
Resigned
- Appointed
- 11 March 1996
- Resigned
- 11 March 1996
- Role
- Secretary
- Address
- 1 The Mews, St Nicholas Road, Barry, Vale Of Glamorgan, CF62 6QX
- Name
- MATHIAS, Clive Stanley
Ann Valerie Powell
Resigned
- Appointed
- 25 February 2003
- Resigned
- 21 July 2003
- Role
- Secretary
- Address
- Rose Cottage, Llanvihangel Crucorney, Abergavenny, Monmouthshire, NP7 8DH
- Name
- POWELL, Ann Valerie
Eleni Christakis Selkirk
Resigned
- Appointed
- 26 February 2001
- Resigned
- 25 February 2003
- Role
- Secretary
- Address
- 6 Hogarth Close, Newport, NP19 7RE
- Name
- SELKIRK, Eleni Christakis
Karen Allison Spencer
Resigned
- Appointed
- 11 March 1996
- Resigned
- 01 March 1997
- Role
- Secretary
- Address
- 80 Brackendene, Bradley Stoke, Bristol, Avon, BS12 9DH
- Name
- SPENCER, Karen Allison
FARMERS FABRICATIONS LIMITED
Resigned
- Appointed
- 11 March 1996
- Resigned
- 11 March 1996
- Role
- Director
- Address
- Eos House, Weston Square, Barry, South Glamorgan, CF63 2YF
- Name
- FARMERS FABRICATIONS LIMITED
REVIEWS
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