17/06/2026
Last week marked an exciting milestone for us at Herald Wealth Management, as we celebrated 14 years in business. 🎉
Since 2012, we have continually evolved - growing not only in the services we provide, but in the expertise, knowledge, and relationships that define who we are today. Learning and evolution have always been at the heart of our business, enabling us to adapt, innovate, and continually deliver the highest standards of financial advice to our clients. 📈
From helping individuals and families plan for the future to offering specialist guidance on NHS Pensions and a broad range of financial services, we are deeply grateful for the confidence our clients place in us every day.
About HWM's birthday, our Principal and Adviser, Daniel Hetherington FPFS, shared:
"Celebrating 14 years is an incredibly proud moment - not just for the company, but for me personally too. It began with me working solo, putting in long hours, and driving up and down the country to build something meaningful from the ground up. But has since evolved into a dynamic team of three, all united by the same passion for supporting our clients and delivering the highest standard of holistic advice.
"I'm incredibly grateful to our team for their hard work and commitment, and to our clients for the unwavering trust they place in us and the loyalty they've shown us throughout the journey.
"We're excited for what the future holds and look forward to continuing to grow and assist our clients for many more years to come."
Looking back, we're incredibly proud of how far we've come - from office renovations and delivering seminars across the country, to the talented people who have been part of the team over the years, memorable days out together, a complete brand refresh, and the introduction of new technologies. We've had the privilege of welcoming new clients, while continuing to work alongside many who have trusted us for more than a decade.
Every milestone, challenge, and success has helped shape our story, and we're grateful to everyone who has been a part of it.
Here's to the next fourteen years! ✨
Herald Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
SJP Approved 15/06/2026
