The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
What our clients say
James took the time to make sure he understood my circumstances before giving me some excellent advice on how I could maximise the tax efficiency of my investments and thus my retirement income.
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.
James was highly professional and set me up with an investment plan that fit my needs and risk appetite. 5 out of 5 Stars
Peter, Tunbridge Wells
I had multiple pension pots from previous employers and was looking for advice on whether to consolidate these plans. James undertook an honest and detailed analysis of my policies allowing me to make a fully informed decision on the best way to proceed. Highly recommended.
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
Halcyon Wealth 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 and beyond 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.
Panoramic is operating fully and we are at present not conducting face to face meetings. We can conduct meetings with you on Zoom or Teams and if preferred by of the phone to discuss your requirements.
I have been helping clients achieve their financial goals for over 10 years now. I pride myself on giving sound, expert advice in all matters of financial planning, including defined benefit pensions, personal Pensions and Inheritance tax planning.
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