Halcyon Wealth Management Ltd

Independent Financial Adviser  Unit 1, 1st Floor, Corbridge, Northumberland, NE45 5AT
Halcyon Wealth Management Ltd provide investment and retirement planning advice along with an ongoing servicing proposition.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Corporate pension
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Mike Robinson CertPFS
Director

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

Accreditations
Certified Financial Planner
Terry Murray DipPFS
Director

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

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

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

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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020

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