Heron House Financial Management Limited

Reference number: 170982

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • hhfm

Company details

From the company's Companies House record.

Company number
03170656
Company status
Active
Company type
Private limited company
Incorporated
11 March 1996 (30 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Saran Maria Allott- Davey Director Jan 1966 11 Mar 1996
Christopher Michael Jordan Director Dec 1965 1 May 2001
Casandra Andreas Lewis Director Aug 1984 20 Jul 2019
Andrew James Willemite Director Jan 1991 20 May 2022
Liam David Fowler Director Mar 1993 21 Sep 2025
Casandra Andreas Lewis Secretary Not published 27 Jul 2019

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Heron House Financial Management Limited FCA authorised?
Yes, Heron House Financial Management Limited (FRN 170982) is authorised by the FCA to carry out regulated activities.
Is my money safe with Heron House Financial Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Heron House Financial Management to the Financial Ombudsman Service, free of charge.
Is Heron House Financial Management a scam or clone?
Heron House Financial Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Heron House Financial Management's Firm Reference Number (FRN)?
Heron House Financial Management's FRN is 170982. You can verify it on the FCA register.