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 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.

Vetu joins us with over 10 years of industry experience. As a key member of the company, he provides invaluable support to both the advisers and junior team members, ensuring efficient and effective service to clients.

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

Syeda provides essential administrative support to our clients and team. She is dedicated to ensuring our day-to-day activities' smooth and efficient operation. Her goal is to ensure you have complete faith in our services and our Blue Heron promise to uphold excellence by combining her experience and knowledge.

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.