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  11. Halcyon Wealth Management Ltd

Halcyon Wealth Management Ltd

Independent Financial Adviser Unit 1, 1st Floor, Old Bakery Yard, Princes Street, Corbridge, Northumberland, NE45 5AT
Response rating
10/10
FCA verified
10th December 2018
Halcyon Wealth Management Ltd provide investment and retirement planning advice along with an ongoing servicing proposition.
We can advise you on
    • Corporate pension
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
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Meet our advisers
Terry Murray DipPFS
Director
Mike Robinson CertPFS
Director
Accreditations
Certified Financial Planner
Where to find us

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

Contact us
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.

Advice methods
  • icons
    Face to face
Special offers
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Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
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.

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