About us

Based in Shrewsbury, Shropshire, Herald Wealth Management is a Partner Practice of St. James's Place Wealth Management. By utilising the enormous wealth of resources available as a Partner Practice of St. James's Place, we are able to provide a range of financial services tailored to your specific needs. 

We do not believe in a one size fits all approach, offering bespoke strategies to help you meet your financial objectives.

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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.