Blue Heron Financial Services Ltd

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Blue Heron Financial Services Ltd

We help clients make well-informed decisions about their financial arrangements for the future & now

01/06/2026

The Omnis Investment Club podcast is now out - week in the life of financial markets
https://rpb.li/BOEM

27/05/2026

Starting your career is exciting but it’s also the perfect time to start building your financial future.

Every decision you make today shapes your tomorrow. From saving for your first home to planning for long-term goals, smart financial choices early on can make all the difference.

We are here to help you:

✅ Create a personalised financial plan
✅ Make the most of your income
✅ Put solid foundations in place early on

Contact us to start shaping your future today.

Blue Heron Financial Services Ltd is an Appointed Representative of The Openwork Partnership, a trading style of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.

Approved by the Openwork on 20/01/2026.

21/05/2026

🎉 Bank Holiday Weekend Notice 🎉

Please note that our office will be closed this Monday for the Bank Holiday, and we'll be back open as usual on Tuesday.

We hope all of our clients enjoy a wonderful long weekend — you deserve it! 😊

We look forward to connecting with you again on Tuesday.

13/05/2026

Is your mortgage deal coming to an end? It might be time to remortgage 🏠

We know it can feel overwhelming, but the good news is — you don't have to figure it out alone. Our latest blog post breaks down the most common remortgage questions in plain, simple language so you can feel confident about your next steps.

From knowing when to act, to understanding your options, we've got you covered.

🔗 Check out the link https://rpb.li/jXlZk7 to get the answers you need today.

Have a question that's not covered? Drop it in the comments below — we'd love to help! 👇

08/05/2026

🤝 Introducing Haider Shah — Paraplanner at Blue Heron

Last Autumn, we welcomed Haider Shah to the Blue Heron team in the role of Paraplanner.

Haider joins us with a strong and well-rounded background in both financial advice and operations, having previously held roles as a Financial Adviser and Operations Manager. He brings a deep understanding of the advice process — from initial client engagement through to implementation and ongoing servicing.

We're delighted to have Haider as part of the team and look forward to the value he brings to our clients.

Address

Opening Hours

Monday	09:30 - 17:30
Tuesday	09:30 - 17:30
Wednesday	09:30 - 17:30
Thursday	09:30 - 17:30
Friday	09:30 - 17:30

Telephone

+442080509570

Website

https://www.blueheronfinancialservices.co.uk/

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