Halcyon Wealth

Independent Financial Adviser Halcyon Wealth, 22 Mount Ephraim Road, Tunbridge Wells, Kent, TN1 1ED
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th June 2019
A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
James Ford DipFA
Company Principal & Senior Financial Adviser
What our clients say
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
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.
John, London
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.
Stephen, Kent
Where to find us

Halcyon Wealth, 22 Mount Ephraim Road, Tunbridge Wells, Kent, TN1 1ED

Make an enquiry
About us

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.

Our services

We specialise in the following areas:

-Pension Transfers & Consolidation
-Retirement Planning
-Inheritance Tax & Estate Planning
-Tax Efficient Savings & Investments
-Personal & Business Protection
-Auto Enrolment & Company Benefits

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 0 mi
Many of my clients have been clients since the early 1990's which hopefully is a testament to my beliefs.
 
Independent Financial Adviser 0.97 mi
Friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand
 
Independent Financial Adviser 2.61 mi
We are a proactive Professional Services firm of IFAs and Chartered Accountants, accredited with the prestigious Chartered Financial Planners status.
 
Independent Financial Adviser 2.64 mi
Independent Financial Planning for families, retirees, widows, divorcees and business-owners; helping people use their money as a tool for happiness.