Why Choose Us

Why choose Halcyon Wealth’s expert Financial Advisers? It’s the value that we add!
Proud to be ranked no.1 for a second year running!

Advisers at Halcyon Wealth offer a broad spectrum of financial planning expertise. This means we can support you towards your personal and financial goals at every stage of your life ‒ whether you’re saving a deposit towards your first home, growing a profitable business or thinking about a well-earned retirement. This is why we start every relationship by getting to know you, so we can find the financial solutions that are the best fit for your personal needs.

As an example of the value of advice, research* shows that the average UK income in retirement is £18,000 per annum. However, the average for people who have never used a financial adviser is £17,168. Those who set an income target and used a financial adviser on a regular basis receive an average annual income of £24,175 in retirement. Put another way, by not working with a financial adviser, a client can potentially lose out on an extra 41% or as much as £147,147 over the course of a 21-year retirement.

*Source: Retirement Income Uncovered – The New Normal 2016

Besides providing leading-edge investment and insurance solutions, our clients tell us that we add value to them at a financial planning meeting by:

Delivering real value for money

Quilter Financial Planning uses its buying power to drive down the costs of its chosen providers.

This means you get value for money. Quilter Financial Planning also negotiates exclusive products and features that you will not find anywhere else.

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.