Blue Heron Financial Services Limited

"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."

"I needed the guidance of a Financial Adviser to help invest the proceeds from the sale of my elderly mother’s house. Rebecca did this painlessly and then went on to sort our own finances - mortgage, pensions et al. She has helped us achieve everything we set out to do and more. Have recommended her to other friends and colleagues who have had a similarly good experience. Would definitely recommend her again"

"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 husband’s 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. We’ve absolutely seen the outcome we were hoping for."

"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. I’d definitely recommend Rebecca and her team to anyone looking for insurance cover."

"My husband had passed away a few months before I met Rebecca and I needed to make sense of our numerous different small pension pots and savings accounts. Rebecca consolidated everything for me leaving a few things out of the pot where it made more sense to do so. She was incredibly diligent and professional, and I had a huge amount of trust in her. She told me "my goal is for you not to have to worry about this" and she achieved this. My investments have performed well so far and having everything consolidated has taken away that whole stress of managing scores of different statements and accounts. I honestly can't think of anything Rebecca and her team could have done better."