Herald Wealth Management specialises in offering expert advice in a wide range of important areas including investment planning, inheritance tax planning, pension 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.
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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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
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
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
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
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
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
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
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
"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
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
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
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
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
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
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
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
"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
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