Let us help you to create and preserve wealth for financial fitness!

Wealth Management

Whether your investment objective is to provide for children’s school fees, reduce mortgage debt or another medium to long-term objective, creating a financial plan that meets your lifestyle goals is the first step. Maintaining the right investment strategy then plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide quality advice and access to market-leading investment solutions.

Our team advise on:

  • ISA’s
  • Unit Trusts
  • Investment Bonds
  • Enterprise Investment Schemes (EIS)
  • Venture Capital Trusts (VCT)
  • Child Trust Funds
  • Capital Protected Investments
  • Offshore Investments
  • General Savings Plans

(The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.)

(The Financial Conduct Authority does not regulate on school fee planning.)

ISAs - Helping You To Save & Invest‎

The UK government introduced ISA’s on 6th April 1999 replacing the personal equity plan (PEP) and tax exempt special savings accounts. The maximum annual amount per individual per tax year is £20,000.

To read our guide on ISAs, click the link below:

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.

HALCYON WEALTH LIMITED (Financial Conduct Authority No. 758949) is an appointed representative of Quilter Financial Planning Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA register under reference 440703 and 440718. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.