Garthland Wealth Limited

Robert Heron

ABOUT

I set-up my own business as an Associate Partner Practice with St. James’s Place Wealth Management in June 2016, when I decided to ‘leave the nest’ of Advanced Financial Strategies, a Senior Partner Practice of St. James’s Place, whom I’d been with for 11 years. Still based in Paisley, I am able to provide advice to clients across West & Central Scotland.

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 Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment planning, Inheritance Tax planning and Retirement planning.

  • Company: Garthland Wealth Limited
  • Member Since: March 2022
  • 19 Glasgow Road, Paisley, Renfrewshire PA1 3QX
  • Solla Member
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