Heron House Financial Management Limited

Reference number: 170982

Instant download

Authorised by the FCA

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

Website, phone number and address

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.

In the full report: 3 background checks

  • When hhfm.co.uk first appeared online, and whether it can receive email
  • What kind of line 01633 258200 is
  • Who else gives the postcode NP20 4JS
Instant PDF download
Other names (1)

If you were contacted under any of these names, it is this firm.

  • hhfm Trading name

FCA permissions and consumer protection

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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Saran Maria Allott- Davey Director Jan 1966 11 Mar 1996 None
Christopher Michael Jordan Director Dec 1965 1 May 2001 1 other company
Casandra Andreas Lewis Director Aug 1984 20 Jul 2019 None
Andrew James Willemite Director Jan 1991 20 May 2022 None
Liam David Fowler Director Mar 1993 21 Sep 2025 None
Casandra Andreas Lewis Secretary Not published 27 Jul 2019 –

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other company
1
still active
1

In the full report: all 1 company, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 6 people who have ever been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Net assets

£967k

−5.8% from £1.03m

Cash at bank

£486k

−57% from £1.14m

Owed within a year

£219k

+3% from £213k

Net assets

In the full report: all 6 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 03170656. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Heron House Financial Management’s history from the FCA register and Companies House, newest first.

Key events (10) All events (20)

2020

29 September 2020

  • Christopher Michael Jordan stopped being a part-owner
  • Heron House Employee Ownership Trustee Limited became the majority owner (50–75% of shares)
  • Saran Maria Allott-Davey stopped being a part-owner

Companies House

2016

6 April 2016

  • Christopher Michael Jordan became a part-owner (25–50% of shares)
  • Saran Maria Allott-Davey became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1998

23 October 1998

  • Regulated by the Personal Investment Authority from this date

FCA register

1996

11 March 1996

  • Incorporated at Companies House

Companies House

In the full report: all 20 events

  • All 20 events in its history (10 shown here)
  • Every director appointment and resignation: 5
Instant PDF download

Firms like Heron House Financial Management

Other firms of the same type (financial adviser), nearest first.

In Newport

Anglo-Celtic Financial Consultants LtdNewportAuthorisedApeiron Wealth Management LimitedNewportAuthorisedAyrin Financial ManagementNewportAuthorisedBeesure LtdNewportAuthorisedC Rengert & Company LimitedNewportAuthorisedChapelwood Financial Planning LimitedNewportAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Heron House Financial Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 1 other company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 20 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

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. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Heron House Financial Management’s phone number and website?
The FCA register lists the phone number 01633 258200 and the website hhfm.co.uk for Heron House Financial Management. If you were given different contact details, use these to check with the firm before going any further.
Is Heron House Financial Management a scam or clone?
Heron House Financial Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Heron House Financial Management?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns Heron House Financial Management?
Heron House Financial Management is owned by Heron House Employee Ownership Trustee Limited, which holds 50–75% of shares, 50–75% of votes and can appoint and remove the board, since 29 September 2020. Before that, it was controlled by Mr Christopher Michael Jordan and Ms Saran Maria Allott-Davey.
Who runs Heron House Financial Management?
Companies House lists 5 directors of Heron House Financial Management: Saran Maria Allott- Davey, Christopher Michael Jordan, Casandra Andreas Lewis, Andrew James Willemite and Liam David Fowler.
How long has Heron House Financial Management been in business?
The company was formed on 11 March 1996, and has held its current FCA authorisation since December 2001.
What do Heron House Financial Management’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £967k (−5.8% from £1.03m) and cash at bank of £486k (−57% from £1.14m).
Does Heron House Financial Management use any other names?
It trades as hhfm.

Sources and links

The full report on Heron House Financial Management Limited

£19.99 · Instant PDF download

Loading secure checkout…