administration@halcyonwealth.co.uk Head Office: 0203 755 1949   /   Canary Wharf: 0207 956 8553   /   Tunbridge Wells: 01892 671 273
How We Work

Making complex
simple

Our Services

An excellent
track record

Our value

Deliver value
for money

Halcyon Wealth are a client focused, innovative financial services consultancy. Financial advisers with offices in the City of London, Canary Wharf and Royal 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 and specific to both their current circumstances and future ambitions. 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.

Our experienced team of professional financial advisers are dedicated to building successful long-term relationships and 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 and 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.

Reviews and Ratings for Financial adviser James Ford, Tonbridge

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 or 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.

Investment

Whether you are looking to invest for income or growth, our financial advisors 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. Including 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.






City of London Head Office

27 Austin Friars, London EC2N 2QP

Tel: 0203 755 1949

Canary Wharf Office

37th Floor, One Canada Square, Canary Wharf, London E14 5AA

Tel: 0207 956 8553

Royal Tunbridge Wells Office

22 Mount Ephraim Road, Royal Tunbridge Wells, Kent TN1 1ED

Tel: 01892 671 273

© 2018 Halcyon Wealth, All Rights Reserved