Testimonials

Our relationships are built on the 5 star service we provide. Don’t take our word for it, read what our clients say about us.
Proud to be ranked no.1 for a second year running!
D, from KentNovember, 2020
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I lost my father and was looking to consolidate a number of investments. Stephen advised of a solution to hold a number of investments within a platform to simplify management for my mum. 5 out of 5.
Joseph, LondonOctober, 2020
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I had multiple pension pots from previous employers and was looking for advice on whether to consolidate these plans. James undertook an honest and detailed analysis of my policies allowing me to make a fully informed decision on the best way to proceed. Highly recommended.
C, from SurreyOctober, 2020
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Stephen has continued to offer a comprehensive range of options which are communicated clearly in plain easy to understand terms so I could make informed decisions to maximise my return in all areas.
Peter, Tunbridge WellsOctober, 2020
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James was highly professional and set me up with an investment plan that fit my needs and risk appetite. 5 out of 5 Stars
D from SussexSeptember, 2020
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Mathew had a few discussions with me, collected information about my expectations, and prepared a number of price quotes from the selected providers of insurance services.
John, LondonSeptember, 2020
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James was incredibly understanding about what goals I wanted to prioritise. The key, for me, was to have it explained in simple terms - this enabled me to take out the right personal protection and pension plan. Trust is probably the most important part of this process and I felt/feel confident that James helped me make the right plans to safeguard my family's future.
S from LondonSeptember, 2020
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I spoke to James to get some help about our overall financial situation. Having been to see my bank manager and yet again found absolutely no support I looked online for financial advice and was very lucky that James was there to help.
C from LondonAugust, 2020
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I needed advice on life assurance after a change in circumstances. Stephen gave sound advice and found a product that provided the right level of cover at the right price.
Matthew, LondonJuly, 2020
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I was looking to set up a pension plan as I had been given a generous allowance from my company. James advised on product and fund selection tailored to my personal circumstances and attitude to risk. Once the correct product had been identified, he facilitated all areas of setup and continues to manage things moving forward. 5 out of 5 Stars
P from KentJune, 2020
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Stephen reviewed my existing pensions and financial situation, explained the current options and reviewed my desired level of investment risk to offer a range of options. He then processed a transfer of one of my pensions in line with my decision.
A from KentDecember, 2019
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Lewis advised on obtaining the insurance including providing different quotes depending on a fixed or depreciating scheme. He also set up up with mortgage broker to arrange a remortgage.
S from KentOctober, 2019
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Stephen offered a clear and focused strategy with sound advice and gave clear direction whilst offering me a number of options from which I could choose which were right for me. He took me through each option stage by stage to show the workings and potential growth available. Stephen is a very clear communicator with a down to earth approach which made the whole process easy, stress free and easy to understand all aspects.
V from KentSeptember, 2019
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I had multiple company pensions through different providers and wanted to consolidate them, along with ensuring my savings were working as hard as possible for me. Stephen recommended a few options to consider and then worked with me to implement them.
J from LondonApril, 2019
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Lewis advised on obtaining the insurance including providing different quotes depending on a fixed or depreciating scheme. He also set up up with mortgage broker to arrange a remortgage.
J from KentSeptember, 2018
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James was totally professional in his approach. He undertook a full review of my whole financial position and did thorough analysis of my pensions before advising me how I should proceed.
C from LondonSeptenber, 2018
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By talking through my financial worries James was able to come up with ideas on how to improve and strategies our option. He was beyond kind, supportive and helpful and I felt I could trust his advice.
J from SussexSeptember, 2018
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James went into a lot of detail about what I was hoping to achieve with the money and then explained to me what my options were and their specific benefits.
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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: New Broad Street House, 35 New Broad Street, London EC2M 1NH