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.

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 heronwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 029 2089 0444 is
  • Who else gives the postcode CF24 2SA
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Other names (1)

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

  • Buylifecoveronline.co.uk Former trading name

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.

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 (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

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.

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

Companies House record

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

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Kenneth John Burfitt Director Mar 1966 5 Apr 2019 None

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 5 people who have been directors, with their dates
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Filed accounts and finances

Year to 30 November 2025Full accountsNot audited

Net assets

£29.9k

<1% from £29.7k

Cash at bank

£26.4k

+2.1% from £25.9k

Owed within a year

£2,467

+31% from £1,878

Net assets

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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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 05360438. 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 Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (10) All events (22)

2020

6 December 2020

  • Keith Arthur Wrightson stopped being a part-owner

Companies House

5 May 2020

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2019

5 September 2019

  • Keith Arthur Wrightson became a part-owner (25–50% of shares)

Companies House

5 April 2019

  • Ian George Price gave up control
  • Kenneth John Burfitt took control (75–100% of shares)

Companies House

2017

11 February 2017

  • Ian George Price took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2005

16 May 2005

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

FCA register

10 February 2005

  • Incorporated at Companies House

Companies House

In the full report: all 22 events

  • All 22 events in its history (10 shown here)
  • Every director appointment and resignation: 7
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Firms connected to Heron Wealth Management

Other FCA-listed firms that share a director, phone number or address with Heron Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share its postcode
2

In the full report: all 2 connected firms, named

  • How each is linked: the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like Heron Wealth Management

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

In Cardiff

Hugh James SolicitorsCardiffAuthorisedArchytas Strategic Planning LimitedCardiffAuthorisedBurley Fox LimitedCardiffAuthorisedC J Hannan LtdCardiffAuthorisedCarlson Wealth Management LimitedCardiffAuthorisedCathedral Financial Services LLPCardiffAuthorised

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 Wealth Management

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

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 22 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Heron Wealth Management Limited FCA authorised?
Yes, Heron Wealth Management Limited (FRN 428873) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since May 2005 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Heron Wealth Management’s phone number and website?
The FCA register lists the phone number 029 2089 0444 and the website heronwm.co.uk for Heron Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Heron Wealth Management a scam or clone?
Scammers have impersonated Heron Wealth Management: the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for Heron Wealth Management, shown on this page.
Is my money safe with Heron Wealth 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 Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Heron Wealth Management?
Companies House lists one person with significant control of Heron Wealth Management: Mr Kenneth John Burfitt (75–100% of shares). Before that, it was controlled by Mr Keith Arthur Wrightson and Mr Ian George Price.
Who runs Heron Wealth Management?
Companies House lists one director of Heron Wealth Management: Kenneth John Burfitt.
How long has Heron Wealth Management been in business?
The company was formed on 10 February 2005, and has held its current FCA authorisation since May 2005.
What do Heron Wealth Management’s latest accounts show?
Its latest accounts, to 30 November 2025, show net assets of £29.9k (<1% from £29.7k) and cash at bank of £26.4k (+2.1% from £25.9k).
Does Heron Wealth Management use any other names?
It has previously used the name Buylifecoveronline.co.uk.

Sources and links

The full report on Heron Wealth Management Limited

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