Services

Having spent thousands of hours with senior City executives, we understand their career and remuneration cycles, and the challenges and opportunities these present. But we also know first-hand that one size never fits all, so by partnering with our clients from the outset to identify and articulate their financial objectives, we can then work closely with them to navigate the paths, rather than the products, that they need to take to translate these objectives into reality.

We have actively sought our clients’ advice to create a service which works for them. Heronsgate Capital stands for personal service and individual advice. Our clients know all too well that time is the most valuable commodity, particularly in today’s fast-changing, disruptive world. Thanks to client-driven reporting tools and an unapologetic avoidance of bureaucracy wherever possible, we can be there when it really matters. Whether an informal chat or an in-depth market or portfolio analysis our senior team is always accessible, honest and open in their advice. We’ve honed our proposition to meet our clients’ needs and will continue to work with them to add value where it counts.

We aim to combine proven expertise with the benefits of operating as a nimble player to deliver strong investment returns.  But our approach goes deeper than offering a robust investment solution.  A broad range of inputs together with our diligent research gives us considered insights and strong views about what lies ahead for economies and investment markets.  Through continuous communication and regular dialogue we look to take clients with us through the various business and market cycles that impact investment portfolios.  This continuous discussion with our clients ensures a consistent alignment between their investment strategies and overarching objectives, empowering their decision-making and conviction for the long term.

With access to smaller, high-performing funds and investment trusts that may typically be off-limits to our larger peers due to diseconomies of scale, our investment experts cherry pick from a range of active and passive funds while keeping costs at a minimum.

Experience has taught us that good financial advice is about keeping things simple. We don’t blind with science, but we contextualise our clients’ money, getting to the heart of what they want as their careers and family lives evolve and helping them answer key questions that will determine their financial future. We use cashflow modelling to give perspective on financial milestones such as retirement, property purchases and succession, then we stress test possible scenarios such as tax developments, inflation and growth expectations to ensure our strategies are robust.

We focus on minimising tax by using different wrappers, keeping abreast of legislative changes and maintaining compliance. We believe that contrived, complex products do little but waste time, money and effort, so we’ve sourced what we consider to be simple and efficient wrappers and solutions that will help optimise our clients’ investments. Our focus is on the client, rather than how the client fits into our proposition, so if needed, we will call on trusted specialists where client requirements go beyond our expertise.