Financial advisers you can depend on

Experts in Pensions, Investments, Insurance and Estate Planning with offices in the City of London, Royal Tunbridge Wells and throughout the South East.


We provide a range of services to enable you to reach your goals and enjoy the moments that really matter to you.


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!


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 your wealth with the people closest to you. We will help you find the most tax efficient ways of doing it.

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.

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.

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.

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

Halcyon Wealth Ltd is registered in England and Wales. Companies House No. 10311380. Halcyon Wealth Ltd registered office: New Broad Street House, 35 New Broad Street, London EC2M 1NH