Halcyon Wealth, 22 Mount Ephraim Road, Tunbridge Wells, Kent, TN1 1EDMake an enquiry
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.
We specialise in the following areas:
-Pension Transfers & Consolidation
-Inheritance Tax & Estate Planning
-Tax Efficient Savings & Investments
-Personal & Business Protection
-Auto Enrolment & Company Benefits
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.