Our experienced team of professional advisers are dedicated to building successful long-term relationships and supporting clients throughout their careers in order to help them achieve their financial goals.We pride ourselves on being proactive and meeting our clients at consistent regular intervals to keep fully abreast of changes in their personal and professional circumstances. We introduce new products where relevant and continually review existing ones to make sure they’re most appropriate to further enhance your financial position.
Highlights and features
- Pension tranfers
- Retirement planning
- Investments
- Tax planning
- IHT Planning
- Life insurance
- Income protection insurance
- Key man insurance
- Wills and Trusts
Associations and certifications
- Diploma in Financial Advice (DIpFA)
- BA Hons Business and Management
Offices
Working hours
| Monday | 9:00 AM ÷ 5:00 PM |
| Tuesday | 9:00 AM ÷ 5:00 PM |
| Wednesday | 9:00 AM ÷ 5:00 PM |
| Thursday | 9:00 AM ÷ 5:00 PM |
| Friday | 9:00 AM ÷ 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Services
Experts in Pensions, Investments, Insurance and Estate Planning with offices in the City of London, Royal Tunbridge Wells and throughout the South East. We provide a range of services to enable you to reach your goals and enjoy the moments that really matter to you. You've worked hard to build and grow your wealth, we are here to make sure you have what you need, when you need it. We believe discussing your specific circumstances face-to-face is far more helpful and effective than on the phone or over email.
Halcyon Wealth is part of the Quilter Financial Planning Network of financial advisers. Quilter Financial Planning is one of the largest networks in the country with over 3,300 Financial Advisers and offers an established framework of support for financial advice. Quilter itself has an excellent track record of delivering robust customer solutions and is a company with real financial strength that offers long-term security for all clients.
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.
We will work with you to understand your goals and requirements, so we can put a plan in place to get you where you want to go. One of the key areas of concern that our clients have is planning for the day they will eventually retire. In the past few years new legislation has made pensions an increasingly complex area and with large sums of money often held in multiple pots through changes of employment over people's lifetime, getting the right guidance is vital.We aim to alleviate these concerns and ensure that, once your working life is over you will be financially comfortable and able to prosper in this new chapter.
When creating a robust financial plan it is crucial that in addition to making sound investment decisions, you protect against the unexpected. To that end we offer a comprehensive range of personal and business related insurance and protection policies. We will review your existing policies through your place of employment, or private policies, to ensure they are relevant and suited to your specific situation or change in circumstances.
Reviews (5)
Matthew
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.
Joseph
Peter
John L.
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.
Stephen