Garthland Wealth Limited
Robert Heron
Dip PFS
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
About
Following graduation from university and prior to joining the financial services industry, I spent 5 years working in Education and Health & Fitness. Now with over 15 years working in the financial services industry, 8 of them with St. James's Place as an adviser within a Senior Partner Practice, I have gained a wealth of knowledge ensuring I provide the very best advice for my clients. When I took the decision to spread my wings and start my own business the decision was a simple one to continue my association with St. James's Place.
As an adviser I grew my business on the simple premise of nurturing long-term trusted relationships based on offering bespoke, honest and proactive wealth advice in a quiet self-assured manner.
In line with my professional background, I have focused on developing specialist knowledge and am now a Member of the Society of Later Life Advisers. However, as a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment planning, Inheritance Tax planning and Retirement planning.
Outside of my business, I am a keen, but slow, cyclist and open water swimmer. Having completed 3 Ironman Triathlons a few years ago I still harbour muted ambitions of adding to that tally.
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St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 22/05/2024
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.
