About Halcyon Wealth

A client focused, innovative Financial Advisory firm with offices in the City of London, Royal Tunbridge Wells and satellite locations throughout the UK.
Halcyon Wealth a client focused, innovative Financial Advisory firm with offices in the City of London, Royal Tunbridge Wells and satellite locations throughout the UK. 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.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

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