How We Work.
Making complex
simple.
Our Services
An excellent
track record
Our value.
Deliver value
for money.
Halcyon Wealth financial advisers are a client focused, innovative financial services consultancy.
Financial advisers with offices in London. Canary Wharf and Tunbridge Wells.
Halcyon Wealth is...
Our fundamental objective at Halcyon Wealth is to provide a holistic approach to financial planning. By providing an unrivaled and unbiased personal client service proposition that is bespoke to each individual. Which is specific to both their current circumstances and future ambitions. Halcyon wealth financial advisers have professional working relationships with a range of independent 3rd party service providers. This includes defined benefit final salary pension scheme transfers and financial advice.
Our experienced team of professional financial advisers are dedicated to building successful long-term relationships. Supporting clients throughout their careers in order to help them achieve their financial goals.
Halcyon Wealth financial advisers pride themselves on being proactive and meeting our clients at consistent regular intervals. To keep fully abreast of changes in their personal and professional circumstances. We introduce new products where relevant. Also we continually review existing ones to make sure they’re most appropriate. To further enhance your financial position. This is achieved through regular financial advice reviews with our financial advisors.
Our Services
We use a comprehensive range of handpicked solutions, utilising some of the most modern and efficient products available so we can offer our clients the tailored services below:
Retirement.
Our financial advisors can help your business set up. We can also review any group pension schemes. As well as conducting individual pension reviews. Halcyon wealth financial advisers have professional working relationships with a range of 3rd party service providers. This includes defined benefit / final salary pension scheme transfers and advice.
Insurance.
Our financial advisers will review your existing policies. Through your place of employment, or private policies, to ensure they are relevant and suitable.
Investments.
Whether you are looking to invest for income or growth. Halcyon Wealth financial advisers. Will provide quality advice & access to the best investment solutions.
Inheritance Tax.
We remove any uncertainty by explaining regulations. Our financial planners review any existing plans. To ensure they are structured in the right way.
External Partner Services.
Halcyon wealth financial advisers have professional working relationships. With a range of 3rd party service providers. This includes defined benefit final salary pension scheme transfers and advice.
Contact us now &
we’ll be ready to help!
If you have any questions, then please do not hesitate to send us a message and one of our financial advisers will contact you.
Tel: 0203 755 1949
Tel: 0207 956 8553
Tel: 01892 671 273