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
68 Lombard Street, 27 Austin Friars, London, EC3V 9LJ
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