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, 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.

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.


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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

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The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.