Heron Wealth Management Limited

Reference number: 428873

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Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

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.

Company details

From the company's Companies House record.

Company number
05360438
Company status
Active
Company type
Private limited company
Incorporated
10 February 2005 (21 years old)
Registered office
Alexandra Gate, Ffordd Pengam, Cardiff, CF24 2SA, Wales
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Kenneth John Burfitt Director Mar 1966 5 Apr 2019

Check on the FCA register → Report a scam →

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake phone numbers (1)
  • 020 8124 0228
Fake email addresses (1)
  • info@boib-finance.com
Fake websites (1)
  • heronwm.com
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

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 (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • 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.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Buylifecoveronline.co.uk

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Common questions

Frequently asked questions

Is Heron Wealth Management Limited FCA authorised?
Yes, Heron Wealth Management Limited (FRN 428873) is authorised by the FCA to carry out regulated activities.
Is my money safe with Heron Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Heron Wealth Management to the Financial Ombudsman Service, free of charge.
Is Heron Wealth Management a scam or clone?
Heron Wealth 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 Wealth Management's Firm Reference Number (FRN)?
Heron Wealth Management's FRN is 428873. You can verify it on the FCA register.