Halcyon Wealth Ltd

Financial Adviser in the City of London

Halcyon Wealth is a client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells.


Our 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.


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.

Contact details

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Phone

07739828462

 

Office Address  

City of London Head Office:
27 Austin Friars
London
EC2N 2QP

List of Services

Investments

  • Investment Advice
  • Capital Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • Junior ISAs
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts

Pensions

  • Pension Advice
  • Annuities
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Occupational Pension
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Key Person
  • Pension and Capital
  • Share Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Use the Financial Dictionary to understand everything

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We provide Financial Advice in...

Financial Adviser in London; Barking and Dagenham, Barnet, Bexley, Brent, Bromley, Camden, Westminster, City of London, Croydon, Dartford, Ealing, Enfield, Greenwich, Hackney, Hammersmith and Fulham, Haringey, Harrow, Havering, Hillingdon, Hounslow, Islington, Kensington and Chelsea, Kingston upon Thames, Lambeth, Merton, Newham, Redbridge, Richmond upon Thames, Southwark, Sutton, Tower Hamlets, Waltham Forest, Wandsworth, Westminster

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