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.
Great financial planning & advice can change your life
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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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What is it, is it for me?
Want to know more about financial planning?
Whatever your stage in life, we're here to help.
We are always Focused on
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.
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.
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.
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.
