Halcyon Wealth

At Halcyon Wealth, we are a professional and highly qualified financial services firm offering holistic financial advice. Our team of dedicated advisers and support staff share a collective vision to develop our firm with integrity and client-centric values. As an independent financial advisory practice, we take pride in our ability to offer unbiased, tailored advice, ensuring that our clients receive the best possible guidance without any external influences. Our independence is a testament to our commitment to acting solely in the best interests of our clients, prioritising their needs and aspirations above all else.

Understanding the pivotal role we play in guiding our clients towards financial independence is at the core of our ethos. We approach this responsibility with the utmost seriousness and dedication, recognising that the trust placed in us is both a privilege and a commitment. Every interaction is underpinned by a foundation of reliability, trustworthiness, and a conscientious desire to see our clients thrive. We are not just advisers; we are partners in your financial journey.

Our ambition is to see you reach your financial goals, and we are steadfast in our commitment to supporting you every step of the way. We work diligently, always putting our clients first, ensuring that every piece of advice is meticulously crafted to suit your unique financial landscape. If you are contemplating the future and seeking guidance on your financial planning needs, we invite you to reach out to us.

Our Services

We offer a range of services designed to enable you to reach your financial goals and enjoy the moments that really matter to you. Our services include:

• Investments
• Pension & Retirement
• Personal Protection & Insurance
• Estate & IHT Planning
• Business Protection
• Responsible Investing
• Employee Benefits
• Mortgage Advice

What Our Clients Say

We have received wonderful testimonials from our clients, who have been kind enough to share their experiences with us. Here's what they have to say:

"I turned to Halcyon Wealth for advice on my next steps as a recently bereaved widow. I had a significant sum to invest and needed a wise voice to lead me through the process." 28.02.20 Michael K.

"Halcyon Wealth tracked all my pensions and dealt with final salary pension transferring onto a platform from where my drawdown finances my lifestyle. After discussing what I expected from retirement I was presented with a report explaining my options and leaving me with confidence about my future." 12.06.20 Jenna L.

"Halcyon Wealth advised on how best to consolidate the pensions, ensuring that any advantageous benefits were realised in the process. They also advised on ISAs and more general investment plans, such that all financial investments are now on a single new platform." 07.05.20 Daniel G.

Find Your Adviser

If you're considering your financial future and seeking guidance on your financial planning needs, we invite you to reach out to us. Contact us for a commitment-free consultation, and experience firsthand the dedication, expertise, and personalised approach that define Halcyon Wealth.