Blue Heron Financial Services Limited

I found out that my existing IFA of 15 years was charging me a very high amount per month and I hadn't been made aware. I had met Rebecca through a networking group and had been very impressed, so I went to her for trusted advise. She reviewed my private and work pension and put new products in place. Rebecca helped me understand and supports me on an ongoing basis. She is now reviewing my husbands pensions and I don't feel the need to look into her findings, I have a level of trust that means we will go with her suggestions. Weve absolutely seen the outcome we were hoping for.
Apr 5th, 2022

Positive: Professionalism, Quality
Dec 27th, 2021

We were buying a property and expecting our first baby which meant we needed to ensure we had financial protection for our future. We approached Rebecca to help us find the right life insurance cover. Rebecca listened to our requirements and identified the right type of life insurance for us. Rebecca and her team were very helpful and quick to respond to us. Id definitely recommend Rebecca and her team to anyone looking for insurance cover.
Nov 25th, 2021

Positive: Professionalism
Jul 25th, 2021

I have been a client of Blue Heron Financial Services for quite a while. Rebecca provided excellent advice, which was very well tailored to us, bearing in mind that my husband finds it difficult to discuss money. Rebecca and her team were again invaluable during 2020 when every penny counted. We highly recommend their services for professionalism but mostly for personalised responsiveness to changing demands in times of need.
May 20th, 2021