Halcyon Wealth’s financial advisers offer advice across a wide range of financial services including pensions, investments, insurance and protection, with offices in the City of London, Canary Wharf and Tunbridge Wells.
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Financial advisers you can depend on

Halcyon Wealth are fully qualified financial advisers who can help you with savings & investments planning, tax efficient investing, retirement planning, protecting your loved ones, protecting your property and inheritance tax planning – with offices in the City of London, Canary Wharf and Tunbridge Wells.

why Halcyon Wealth?

Great financial planning & advice can change your life

We believe discussing your specific circumstances face-to-face is far more helpful and effective than on the phone or over email. So wherever possible, we’ll always try and have one of our financial advisers meet you in person.
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Sit down with one of our highly qualified, professional financial advisers for a no-obligation financial planning review.

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Financial Advisers servicing clients in London, Tunbridge Wells and beyond

Stages of retirement planning

Our experienced team of professional financial advisers are dedicated to building successful long-term relationships and supporting clients throughout their careers and retirement in order to help them achieve their financial goals.
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Working together

When it comes to helping you create your perfect lifestyle, we begin by listening to you.
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Halcyon Wealth and the Money Advice Service

What is it, is it for me?

Want to know more about financial planning?

Whatever your stage in life, we're here to help.

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offering Specialist financial planning & advice

Wealth Management

Whether you are looking to invest for income or growth. Halcyon Wealth financial advisers will provide quality advice & access to the best investment solutions. Through knowing you, your goals and also your risk appetite, we can recommend the type of products that will be best for your personal situation.

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Retirement Planning

One of the biggest areas of concern our clients talk to us about is planning for the day they will eventually retire. Pensions can be a great cause of uncertainty, with large sums of money held in multiple pots through changes of employment over people’s lifetime. Our aim is to help relieve this uncertainty to ensure that, once your working life is over and you start a new chapter, you will be financially comfortable and able to do all the things you hope to do.

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personal & business protection

When it comes to asset protection advice, our aim is to help you reach your financial goals at the same time as creating protection in case something unexpected happens, whether that’s illness or death. This protection is an important way to ensure your family will be looked after in this situation.

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Wealth Preservation

There is huge peace of mind in knowing that, one day when you’re not here any more, your family and loved ones will be able to get the biggest benefit possible from your inheritance wishes. Our aim in offering inheritance tax planning is making sure you – and your family – are fully aware of what happens to your investments in event of your death, and to make sure your protection is structured in the most tax efficient way.

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Here to help you

Before we even get started with talking about saving into a personal pension, ISA or any other investment we must make sure you, your loved ones and your assets are suitably protected. We provide personal and business insurance advice service for a wide range of protection policies.
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We are proud stadium sponsors of Tonbridge Angels FC.

Halcyon Wealth Financial Advisers - proud stadium sponsors of Tonbridge Angels FC

[ Read the full ranking ]

FTAdviser’s annual Top 100 Financial Advisers list

We’re delighted to announce that Quilter Financial Planning has achieved first place in the FTAdviser’s annual Top 100 Financial Advisers list.

We’re very proud of winning this award, which recognises not only the growth of our Network over the past year, but also our continued commitment to providing quality face-to-face advice.

We’ve always known that we have the very best advisers in the market – and we’re delighted that winning this award underlines that.

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Registered Office Address:
68 Lombard Street,
London EC3V 9LJ
Company number: 10311380

HALCYON WEALTH LIMITED (Financial Conduct Authority No. 758949) is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.