Heron Financial

Empower employees with free mortgage monitoring and expert advice
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Financial Wellbeing
Ben's choice
Available in:
Available globally
uk

Our service empowers employees—whether they currently hold a mortgage, are looking to remortgage, or are buying their first home—to make well-informed decisions about their home financing. By integrating seamlessly with employee benefits platforms, we deliver a comprehensive solution that combines continuous mortgage monitoring, direct access to expert advisers, and educational resources designed to boost understanding and confidence.

Key Features:

Suitable for All, Regardless of Homeownership: Even if an employee doesn’t yet have a mortgage, they can register to explore their first purchase options and receive personalised guidance. Those with an existing mortgage benefit from ongoing monitoring, comparing their current deal against the broader market to highlight potential savings—be it lower interest rates, reduced monthly repayments, or the opportunity to clear their mortgage sooner.

Expert Advice, Seven Days a Week: Our qualified advisers are available via Zoom and Teams, seven days a week, offering personalised, jargon-free support. Employees can ask questions, discuss their options, and gain clarity on next steps—ensuring they feel fully informed and confident at all times.

Green Mortgage Expertise and Sustainability Focus: We are actively involved in shaping the green mortgage landscape. This means educating employees on energy-efficient mortgage products and sustainable home improvements, helping them understand how making environmentally conscious choices can lower long-term costs and reduce their carbon footprint, all while contributing to a more sustainable future.

Educational Webinars with Live Q&A: We provide free, live webinars covering key mortgage topics—from navigating the first-time buyer process to understanding market trends. These interactive sessions include Q&A segments, allowing employees to engage directly with experts and receive tailored advice on their individual circumstances.

Enhancing Employee Wellbeing: By removing the stress from mortgage decisions and promoting informed, sustainable homeownership, we help employees achieve greater financial security and peace of mind. In turn, employers benefit from a more engaged, productive workforce that recognises their organisation’s commitment to their long-term wellbeing and environmental responsibility.

How It Works:

1. Employees register and share basic details about their situation—whether they already have a mortgage or are just starting to explore their options.

2. Our technology continuously monitors the market and, where applicable, their existing mortgage, highlighting opportunities to secure a better deal.

3. Employees are alerted when it’s time to consider new options and can connect with an expert adviser at no cost.

4. Those interested in greener mortgages or sustainable home improvements receive guidance on accessing competitive green mortgage rates and enhancing their property’s efficiency.

5. Employees can attend our free educational webinars to deepen their understanding and have their questions answered in real time.

By integrating this service into their benefits package, employers not only demonstrate a forward-thinking, supportive approach to their employees’ financial journeys but also contribute to creating a healthier, more sustainable housing market for everyone.

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