Halcyon Wealth Management Ltd

Independent Financial Adviser Unit 1, 1st Floor, Old Bakery Yard, Princes Street, Corbridge, Northumberland, NE45 5AT

Response rating

7.0/10

11th February 2019

Halcyon Wealth Management Ltd provide investment and retirement planning advice along with an ongoing servicing proposition.

We can advise you on

Business
- Corporate pension
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Meet our advisers

Terry Murray DipPFS

Director

Qualifications & Accreditations Hide qualifications

CeRGI - Certificate of Regulated General Insurance (LIBF)

This qualification assesses a knowledge and understanding of the general insurance environment, its products and the manner in which the industry is regulated.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

G60 - Pensions (CII)

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

Mike Robinson CertPFS

Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations

Where to find us

Unit 1, 1st Floor, Old Bakery Yard, Princes Street, Corbridge, Northumberland, NE45 5AT

About us

Halcyon Wealth Management Ltd are based in the Tyne Valley and look after clients financial needs across the North East of England.
We have over 60 years of experience in helping clients achieve financial goals and believe that by having a servicing agreement in place we commit ourselves to helping clients to achieve their objectives.

Our services

We really aim to help our clients by listening to their needs working with them to set up, implement and monitor a financial strategy to meet their initial and ongoing financial objectives. All of this is done by providing a friendly and impartial service. Many of our clients come back to us time after time to source clear simple financial advice or refer us to friends and family.

Compliance

Halcyon Wealth Management Ltd is an Appointed Representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. 2plan wealth management is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.
Registered office: Halcyon Wealth Management Ltd, Unit 1, First Floor, Old Bakery Yard, Princes Street, Corbridge, Northumberland. NE45 5AT.
Registered in England Number: 07906807.

We can advise you on

Business
- Corporate pension
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Contact options

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