About Us
- Supporting you with expert advice and top-quality products
- Working closely with you to understand your wants and needs, ensuring these align with your budget.
- Finding you the most suitable deal for now and in the future.
Please contact us for a no-obligation conversation with an adviser about the most suitable mortgage option for you.
Get In Touch
Where Heron Financial Began
Beginning our journey back in September of 2011, Heron Financial was established by Matt Coulson and Warren Harrocks, both extremely passionate about the industry. Through building long-lasting business relationships our solid client base has grown through referrals. With technology at the forefront of Heron Financial, the company is proud to be one of the leading Mortgage and Protection firms in the UK. Our fast growing regard and reputation continues to soar and this is reflected with over thousands of excellent reviews on Trustpilot & Google.
With a ‘people first’ attitude to business, Matt and Warren have heavily invested in apprenticeships throughout the duration of Heron Financial. By supporting the younger generation through the early days of their career, the duo provides excellent training and leadership skills alongside encouragement and job satisfaction.
What we Believe in
At Heron Financial we work hard simplifying mortgages whilst building client relationships that last. Which we have encapsulated in our mission statement and 5 core values, which are:
Mission Statement:
“At Heron Financial, we place education at the core of our mission, empowering individuals, families, and our professional partners to make informed, future-focused decisions on financial well-being and environmental responsibility. Our accessible, fee-free advice extends from mortgages to a comprehensive suite of protection measures, underscoring the importance of both financial security and environmental sustainability in home and lifestyle choices. We are deeply committed to enhancing our clients’ understanding, nurturing our team’s growth through on-the-job education and training, and enriching our professional partnerships with shared knowledge and insights. Operating seven days a week with unwavering dedication to inclusivity, we leverage technology to augment our services, aiming to forge a path toward a healthier, more secure tomorrow for all.”
We also believe that we should have a positive impact on the environment. That is why we are currently going on a B-Corp journey and hopeful that we will obtain B Corp status in the very near future. This has practical implications in our Effective Home {link back to new page as per above} project, which is designed to help you retrofit your home to make it more efficient which reduces carbon emissions and the running costs of your home. We have also launched a Plant A Tree initiative for each mortgage that completes in 2025
Our Services
Because relationships are important to us, we’ve made sure everything you need is found here. We provide three financial services including mortgages, protection and general insurance. What’s more, our fantastic online portal, Everglades, allows customers to login, view mortgage and protection progress and upload necessary documents. Heron Financial brokers have access to high street banks as well as a broader panel of lenders offering exclusive deals.
Our team thrives on helping customers buy their first home. Adept with all residential and Buy-to-Let purchases we’d again like to highlight our 1080 excellent reviews on Trustpilot which speak for themselves. We help with Buy-to-Let, Let-to-Buy and much more. Please be aware that your property may be repossessed if you do not keep up repayments on your mortgage.
What Makes us Unique?
At Heron Financial we have experts for every single stage of the mortgage and protection process. Alongside a dedicated advisor and case handler, our customers are supported by an entire team of professionals. If this isn’t enough to set us apart, we’re open seven days a week and can NEVER shout about Everglades, enough!
This fully bespoke software has been uniquely designed and based purely upon the customer journey. We’ve taken our time in perfecting a solution that means every step of the mortgage and protection process can be achieved and completed digitally (a fantastic addition given the current climate).
