Financial advisers you can depend on

Experts in Pensions, Investments and Insurance with offices in the City of London, Royal Tunbridge Wells and throughout the South East.
Proud to be ranked no.1 for a second year running!

Enjoy

You’ve worked hard to build and grow your wealth, we are here to make sure you have what you need, when you need it.

Share

Share your wealth with the people closest to you. We will help you find the most tax efficient and hassle-free ways to share your wealth.

Protect

We will make sure your family is protected financially if anything were to happen to you. Let’s get this ticked it off your list!

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.

Speak to one of our highly qualified, professional financial advisers for a no-obligation financial planning review.

Complete the form below and one of our team will contact you to discuss things further: 

Working together

When it comes to helping you create your perfect lifestyle, we begin by listening to you.

What is it, is it for me?

Want to know more about financial planning?

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

Financial Advice

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

Pension Advice

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.

Estate Planning

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.

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.

We are proud stadium sponsors of Tonbridge Angels FC.

We’re very proud of winning this award, for the second year running, 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. 

If you are unhappy with our service, we have a complaints procedure, details of which are available upon request. If you are unhappy with how your complaint has been dealt with, you may be able to refer your complaint to the Financial Ombudsman Service (FOS). The FOS website is www.financial-ombudsman.org.uk

Halcyon Wealth Ltd is registered in England and Wales. Companies House No. 10311380. Halcyon Wealth Ltd registered office: 68 Lombard Street, London EC3V 9LJ Telephone 0207 868 2891. Halcyon Wealth Ltd (Financial Conduct Authority No. 758949) is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.