Herald Wealth Management

Who We Are

At Herald Wealth Management, we pride ourselves on building long-term relationships with our clients. We understand that each individual's financial journey is unique, and we take the time to get to know our clients, understanding their goals, aspirations, and concerns. Our team of experienced financial advisors, led by Dan Hetherington, are dedicated to providing expert advice and guidance to help our clients achieve their financial objectives.

Our Services

We offer a wide range of services to cater to the diverse financial needs of our clients. Our services are designed to help individuals and families build, grow, protect, and preserve their wealth. Whether you're looking to plan for your retirement, invest in the stock market, or protect your loved ones with life insurance, our experts are here to guide you every step of the way.

We specialize in providing tailored financial advice to medical professionals, including GPs, surgeons, and other medical professionals. Our team has extensive knowledge of the NHS Pension Scheme and can help you make informed decisions about your pension and investments.

Client Event Programme

We believe that education is key to making informed financial decisions. That's why we regularly host seminars and events across the country, where our expert advisors provide clarity on complex financial topics, including the NHS Pension Scheme. Our events are not only informative but also provide a valuable networking opportunity with other professionals.

Testimonials

At Herald Wealth Management, we take pride in the testimonials we've received from our satisfied clients. From entrepreneurs to medical professionals, our clients have praised our expertise, professionalism, and personalized service. From helping clients plan for retirement to providing guidance on complex financial products, we've consistently delivered exceptional results.

About Our Expert Advisors

Our team of expert advisors is led by Dan Hetherington, a seasoned financial professional with extensive experience in helping medical professionals manage their finances. With our team, you can be assured that you're receiving top-notch advice and guidance from experts who truly understand your unique financial needs.