The team behind Halcyon Wealth’s expert financial planning & advice

About Us

Our team

James Ford

Principal & Financial Adviser

Highly experienced Practice Principal & Financial Adviser who’s fundamental objective is to provide a holistic approach to financial planning by providing an unrivalled, personal client service proposition that is bespoke to each individual and specific to both their current circumstances and future ambitions.

Jamsheed Motafram

Financial Adviser & Director

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Stephen Jevons

Financial Adviser

An accomplished entrepreneur with a strong passion and commitment for building long term client relationships focused on surpassing challenging objectives. Combining analytical, research, administrative, and relationship building skills to facilitate all aspects of bespoke financial planning.

Lewis Greenwood

Trainee Financial Adviser

Highly ambitious individual who’s fundamental objective is to provide a holistic approach to all forms of client management. Building robust, long-term relationships by providing an unrivalled, personal client service proposition that is bespoke to each individual and specific to both their current circumstances and future ambitions.

Mathew Buchner

Trainee Financial Adviser

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Ant Tomlinson

Head of operations

Creative, organised, efficient and reliable individual, hugely experienced manager with a wealth of business and operational knowledge. Accustomed to working to budgets and schedules in a fast moving and pressurised environment, including planning and implementing complex and high profile projects.

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.