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

Our Services

Halcyon Wealth is part of the Intrinsic Network of financial advisers. Intrinsic is one of the largest networks in the country with over 3,000 Financial Advisers and offers an established framework of support for financial advice. Intrinsic itself has an excellent track record of delivering robust customer solutions and is part of the Old Mutual Group, a FTSE 100 company with real financial strength that offers long-term security for all clients.

The financial world can be extremely complex. Analysing and monitoring the enormous diversity of products, funds, wrappers and platforms is time consuming and costly – cost that ultimately finds its way to you, the end consumer.

Having worked with a wide range of clients in all areas of financial planning it became clear to our firm that using a tailored range of handpicked solutions, utilising some of the most modern and efficient products available would alleviate this problem.

So, by restricting our advice service to a carefully chosen yet comprehensive range of products and providers, we are able to remove that complexity and therefore keep costs low, and focus on providing great service. Furthermore, if an occasion ever arises where we are unable to meet any specific need you might have via our chosen providers, we are able to search the broader market for an appropriate solution.

We believe this approach offers our clients the best of both worlds: a first-class range of providers and products designed to meet the vast majority of their needs at a reduced cost, with the capability to look wider should the need arise. The analysis is carried out centrally at Intrinsic to ensure the offer is of the highest quality, and that it remains up to date and appropriate to meet your needs now and in the future.

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

We can help your business set up or review any group pension schemes, as well as conducting individual pension reviews.

Insurance

We 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, we provide quality advice & access to the best investment solutions.

Inheritance Tax

We remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way.

External Partner Services

Halcyon wealth has professional working relationships with a range of 3rd party service providers.

Looking for expert assistance with your financial planning?

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