Halcyon Wealth

Independent Financial Adviser  68 Lombard Street, Tonbridge, Kent, TN9 1SD
First meeting at adviser's own cost
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
9.0/10
check
FCA authorised
Last authorised 6th April 2020
Meet our advisers
James Ford
Company Principal & Senior Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

What our clients say
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
Matthew, 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
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
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

Where to find us
Head office address: 68 Lombard Street, London, EC3V 9LJ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 6th April 2020

Similar advisers near you

Independent Financial Adviser 2.22 mi
We are Experienced, Professional, Approachable and Friendly
 
Independent Financial Adviser 3.26 mi
Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.
 
Independent Financial Adviser 3.72 mi
At QWP we appreciate everyone’s story is unique. A unique story deserves a unique service, one we’re proud to offer.
 
Independent Financial Adviser 3.72 mi
We aim to provide the right advice with the best backup and customer service experience there is.