Rebecca provides holistic financial advice to you ensuring services are tailored to your requirements. Her expertise includes inheritance tax planning, pensions, investments, mortgages, business and personal
family insurance protection. Rebecca has experience working with a wide range of clients like you, which include financiers, professionals, business owners and wealth management.

Lauren Walsh Dip PFS Cert CII (MP) is a financial adviser at Blue Heron Financial Services. She has now been working in financial services for over six years. In this time, she has completed various exams relating to Mortgages, Insurance, Investments and Retirement Planning. Her golden rule is customers should be at the heart of the business. And enjoys building a unique financial plan around each client's requirements

Kirsten has been providing expert guidance on Mortgage and Protection Products to meet her client’s needs for over 25 years. She has a wide range of experience ranging from first time buyers to specialist lending and portfolio landlords. Kirsten is passionate about securing the most suitable outcome for every client and will work closely with you to ensure this is achieved.

Nasima has been a professional paraplanner for the last 11 years and has shown exceptional dedication and expertise in her role. As a key member of the company, she provides invaluable support to both the advisers and junior team members, ensuring efficient and effective service to clients. Her commitment to the role is evident and she is currently working towards achieving chartered status to further enhance her skills and knowledge.

James is responsible for creating dependable and long-lasting client relationships. James will take the time to make sure your needs are clearly stated and sufficiently met. His goal is to ensure that you have complete faith in our services and in our promise to uphold excellence by combining his experience and knowledge.

Nana is dedicated to building strong and lasting client relationships. She ensures your needs are met and aims to instill complete confidence in our services through her expertise and experience.

Nana believes maintaining trust is essential throughout client relationships. From this, she aims to support you by providing her skills and knowledge in the best way possible for this to be earned

Tracey provides executive assistant support to our Team. Her expertise ensures our client-facing systems and processes work seamlessly to enable our Team to provide you with a smooth and responsive service. Tracey also assists our Team with co-ordinating our networking activities and looking after our online presence.