Financial Advice

Financial planning solutions from expert financial advisers. We offer effective wealth management and financial planning advice you can depend on.
Proud to be ranked no.1 for a second year running!

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:

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.

EIS’s and VCT’s invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

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.

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.