Welcome to Herald Wealth Management
Herald Wealth Management specialises in offering expert advice in a wide range of important areas including investment planning, inheritance tax planning, retirement planning and protection. We also provide specialist tailored financial advice to medical professionals.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Client Event Programme
We hold seminars up and down the country. Our specialist adviser provides clarification on the complicated NHS Pension Scheme and gives you an opportunity to ask any questions. Not only are they incredibly informative, they are also a good networking opportunity.
Promotions
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Testimonials
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First saw Dan presenting a financial seminar. He was by far the most knowledgeable and informative to any such events I have ever attended before or since. He always provides reliable, objective, professional and trustworthy advice tailored to my circumstances. I have recommended him to many fr...
Gopal| GP & Hospital Associate Specialist, Leicester
I was in the process of sorting out my family's financial affairs with other providers in whom I wasn't convinced they had my best interests at heart and I had doubts about what products they were pushing my way. I attended a seminar with Dan and his team to try and broa...
Private Client| Surgeon, Wolverhampton
Having known Dan for a number of years through my job, it has only been in the last few years I sought his expert advice with regards to pensions and other financial investments. I have been more than pleased with the expert advice, guidance given and future planning. I ...
Sue Trimnell| Accounts Payable Supervisor, Colchester
Dan has been providing invaluable advice and support to GP’s working in my organisation for a number of years. On a personal note he has helped me achieve a healthy work, life balance through careful financial planning. His excellent and thorough knowledge of the NHS pension scheme had enabled me to...
Private Client| Retired, GP Medical Director.
I met Dan a number of years ago, unrelated to work. A few years later in the run up to retirement I was unhappy with the service I was receiving from my Financial Adviser. I took the bold step to change completely and met up again with Dan. He and St. James's Place have taken over my PP and helped m...
Private Client| Retired Surgeon
Thank you for hosting a professional yet friendly and approachable Pensions evening for our hospital. The attendees found it very interesting and informative.
Private Client
Dan has helped me and my wife to plan for our retirement, giving me sound advice and at times constructive reflection on my plans. I have confidence in his ability. He is always honest, conscientious and responds to my concerns very promptly indeed. I can thoroughly recommend him to colleagues.
Mr Colin Stanford| GP Much Wenlock, Shropshire
I have no hesitation in recommending Dan Hetherington and his team as Herald Wealth Management. Dan has been advising me upon my pension, ISAs and other financial affairs for the past two years. His presentation and explanation of the NHS pension scheme was wonderfully clear and perhaps, for the fir...
Private Client| GP, Cheshire/Shropshire
I first met Dan at a meeting in Cardiff. I came away from the evening thoroughly impressed by his encyclopaedic knowledge of the NHS pension system and the fact that I came away with a much better incite into its workings and how it affected myself. As a result I set up a financial appraisal with Da...
Dr Rhodri George| GP, Swansea
"thank you very much" to you and your team for your kind hospitality last night. We really enjoyed the play and the refreshments and the setting (with dry weather!) was absolutely magical. I dare say your ears were burning as amongst all the chit chat there was a recurring theme around the high rega...
Dr Chris Brown
Dan was recommended by a colleague. I asked him to review my NHS pension scheme as I was struggling to understand the new pension changes. He guided me through the complexities of the pensions' calculations and produced a report that was easy to understand. This helped me to make informed decisions ...
Private Client| Doctor, Warrington
Ollie and Dan were kind, sensible and clear when advising on the annual allowance charge on my NHS pension and on my family and personal finance. They explained issues clearly, answered questions quickly, they supported myself and my accountant.
I would unequivocally recommend them both.
Ian Grant| Plastic surgeon, Cambridge
Thank you doing my NHS pension review. As I did not fully understand the new changes in the NHS pensions, this review was very useful to me. Dan and his team at Herald Wealth Management did a wonderful job. The service and support was exceptional. The advice given was sound and trustworthy. It ...
Shameem Jameel| Doctor, Eccleston Park
Daniel and Ollie responded quickly, efficiently and knowledgeably to my request regarding NHS pensions. Their review of the situation was comprehensive and resolved my questions.
Private Client| Consultant, Bristol
I have the utmost trust and confidence in the expert advice and ethics of the Practice. I feel confident that they put my best interests first by providing personalised trusted advice. They follow up on everything they commit to. I would highly recommend them to anyone.
Michaela Buck| Chief Executive, Alderley Edge
They undertook a thorough and timely assessment of my NHS Pension situation and gave me helpful advice.
Private Client| GP, Rickmansworth
I have been working with Dan Hetherington for a number of years. The service I have always received has been excellent. Advice is always informed and explained expertly. I have found him trustworthy and always abreast of current financial circumstances. I would happily recommend him to anyone.
Dr Rhodri George| Medical doctor, Swansea
I have always found Daniel's advice to be invaluable. From the outset he reviewed my policies and advised on which I consider retaining. He gave me very helpful advice regarding my pension situation and continues to meet with me.
Michael Gregory| Doctor
Dan always provides sound financial advice that is clear and easy to understand. He avoids jargon and always makes sure his advice is understood, before he takes any action. I always feel reassured and in trusted hands with Dan.
Mark Minihane| Partner, EY
Dan's knowledge of the NHS Pension scheme is outstanding and his ability to explain it clearly even more so. I feel very confident in his abilities to look after my finances and his advice is always well thought out. I would have no hesitation in recommending him to anyone.
Caroline Parfitt, GP
First saw Dan presenting a financial seminar. He was by far the most knowledgeable and informative to any such events I have ever attended before or since. He always provides reliable, objective, professional and trustworthy advice tailored to my circumstances. I have recommended him to many fr...
Gopal| GP & Hospital Associate Specialist, Leicester
I was in the process of sorting out my family's financial affairs with other providers in whom I wasn't convinced they had my best interests at heart and I had doubts about what products they were pushing my way. I attended a seminar with Dan and his team to try and broa...
Private Client| Surgeon, Wolverhampton
Having known Dan for a number of years through my job, it has only been in the last few years I sought his expert advice with regards to pensions and other financial investments. I have been more than pleased with the expert advice, guidance given and future planning. I ...
Sue Trimnell| Accounts Payable Supervisor, Colchester
Dan has been providing invaluable advice and support to GP’s working in my organisation for a number of years. On a personal note he has helped me achieve a healthy work, life balance through careful financial planning. His excellent and thorough knowledge of the NHS pension scheme had enabled me to...
Private Client| Retired, GP Medical Director.
I met Dan a number of years ago, unrelated to work. A few years later in the run up to retirement I was unhappy with the service I was receiving from my Financial Adviser. I took the bold step to change completely and met up again with Dan. He and St. James's Place have taken over my PP and helped m...
Private Client| Retired Surgeon
Thank you for hosting a professional yet friendly and approachable Pensions evening for our hospital. The attendees found it very interesting and informative.
Private Client
Dan has helped me and my wife to plan for our retirement, giving me sound advice and at times constructive reflection on my plans. I have confidence in his ability. He is always honest, conscientious and responds to my concerns very promptly indeed. I can thoroughly recommend him to colleagues.
Mr Colin Stanford| GP Much Wenlock, Shropshire
I have no hesitation in recommending Dan Hetherington and his team as Herald Wealth Management. Dan has been advising me upon my pension, ISAs and other financial affairs for the past two years. His presentation and explanation of the NHS pension scheme was wonderfully clear and perhaps, for the fir...
Private Client| GP, Cheshire/Shropshire
I first met Dan at a meeting in Cardiff. I came away from the evening thoroughly impressed by his encyclopaedic knowledge of the NHS pension system and the fact that I came away with a much better incite into its workings and how it affected myself. As a result I set up a financial appraisal with Da...
Dr Rhodri George| GP, Swansea
"thank you very much" to you and your team for your kind hospitality last night. We really enjoyed the play and the refreshments and the setting (with dry weather!) was absolutely magical. I dare say your ears were burning as amongst all the chit chat there was a recurring theme around the high rega...
Dr Chris Brown
Dan was recommended by a colleague. I asked him to review my NHS pension scheme as I was struggling to understand the new pension changes. He guided me through the complexities of the pensions' calculations and produced a report that was easy to understand. This helped me to make informed decisions ...
Private Client| Doctor, Warrington
Ollie and Dan were kind, sensible and clear when advising on the annual allowance charge on my NHS pension and on my family and personal finance. They explained issues clearly, answered questions quickly, they supported myself and my accountant.
I would unequivocally recommend them both.
Ian Grant| Plastic surgeon, Cambridge
Thank you doing my NHS pension review. As I did not fully understand the new changes in the NHS pensions, this review was very useful to me. Dan and his team at Herald Wealth Management did a wonderful job. The service and support was exceptional. The advice given was sound and trustworthy. It ...
Shameem Jameel| Doctor, Eccleston Park
Daniel and Ollie responded quickly, efficiently and knowledgeably to my request regarding NHS pensions. Their review of the situation was comprehensive and resolved my questions.
Private Client| Consultant, Bristol
I have the utmost trust and confidence in the expert advice and ethics of the Practice. I feel confident that they put my best interests first by providing personalised trusted advice. They follow up on everything they commit to. I would highly recommend them to anyone.
Michaela Buck| Chief Executive, Alderley Edge
They undertook a thorough and timely assessment of my NHS Pension situation and gave me helpful advice.
Private Client| GP, Rickmansworth
I have been working with Dan Hetherington for a number of years. The service I have always received has been excellent. Advice is always informed and explained expertly. I have found him trustworthy and always abreast of current financial circumstances. I would happily recommend him to anyone.
Dr Rhodri George| Medical doctor, Swansea
I have always found Daniel's advice to be invaluable. From the outset he reviewed my policies and advised on which I consider retaining. He gave me very helpful advice regarding my pension situation and continues to meet with me.
Michael Gregory| Doctor
Dan always provides sound financial advice that is clear and easy to understand. He avoids jargon and always makes sure his advice is understood, before he takes any action. I always feel reassured and in trusted hands with Dan.
Mark Minihane| Partner, EY
Dan's knowledge of the NHS Pension scheme is outstanding and his ability to explain it clearly even more so. I feel very confident in his abilities to look after my finances and his advice is always well thought out. I would have no hesitation in recommending him to anyone.
Caroline Parfitt, GP
First saw Dan presenting a financial seminar. He was by far the most knowledgeable and informative to any such events I have ever attended before or since. He always provides reliable, objective, professional and trustworthy advice tailored to my circumstances. I have recommended him to many fr...
Gopal| GP & Hospital Associate Specialist, Leicester
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