Halcyon Wealth are a client focused, innovative financial services consultancy. Financial advisers with offices in the City of London, Canary Wharf and Royal Tunbridge Wells. HALCYON WEALTH IS... Our fundamental objective at Halcyon Wealth is to provide a holistic approach to financial planning by providing an unrivaled and unbiased personal client service proposition that is bespoke to each individual and specific to both their current circumstances and future ambitions. Halcyon wealth financial advisers have professional working relationships with a range of 3rd party service providers. This includes defined benefit / final salary pension scheme transfers and advice. Our experienced team of professional financial advisers are dedicated to building successful long-term relationships and supporting clients throughout their careers in order to help them achieve their financial goals. Halcyon Wealth financial advisers pride themselves 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. This is achieved through regular financial advice reviews with our financial advisors. 4.9 James Ford financial-advisor-ifa ratings on VouchedFor James Ford financial-advisor-ifa ratings on VouchedFor
We strive to make the complex world of financial services clear, simple and specifically tailored for you. We use a four-step process to develop your financial plans, which can be adapted to suit your personal needs: Understanding You Bespoke Planning Implementation Review (The initial consultation and following bespoke plan are free, and create no commitment. Where a recommendation is made, or policy taken out following the creation of the bespoke plan, a fee may be chargeable.) Understanding You Bespoke Planning Implementation Review
Our Services We use a comprehensive range of handpicked solutions, utilising some of the most modern and efficient products available so we can offer our clients the tailored services below: Retirement Our financial advisors can help your business set up or review any group pension schemes, as well as conducting individual pension reviews. Halcyon wealth financial advisers have professional working relationships with a range of 3rd party service providers. This includes defined benefit / final salary pension scheme transfers and advice. Insurance Our financial advisers will review your existing policies through your place of employment, or private policies, to ensure they are relevant and suitable. Investment Whether you are looking to invest for income or growth, our financial advisors will provide quality advice & access to the best investment solutions. Inheritance Tax We remove any uncertainty by explaining regulations, our financial planners review any existing plans to ensure they are structured in the right way. External Partner Services Halcyon wealth financial advisers have professional working relationships with a range of 3rd party service providers. Including defined benefit final salary pension scheme transfers and advice.
What our clients say James took the time to make sure he understood my circumstances before giving me some excellent advice on how I could maximise the tax efficiency of my investments and thus my retirement income. Stephen, Kent James was incredibly understanding about what goals I wanted to prioritise. The key, for me, was to have it explained in simple terms - this enabled me to take out the right personal protection and pension plan. Trust is probably the most important part of this process and I felt/feel confident that James helped me make the right plans to safeguard my family's future. John, London James was highly professional and set me up with an investment plan that fit my needs and risk appetite. 5 out of 5 Stars Peter, Tunbridge Wells I had multiple pension pots from previous employers and was looking for advice on whether to consolidate these plans. James undertook an honest and detailed analysis of my policies allowing me to make a fully informed decision on the best way to proceed. Highly recommended. Joseph, London I was looking to set up a pension plan as I had been given a generous allowance from my company. James advised on product and fund selection tailored to my personal circumstances and attitude to risk. Once the correct product had been identified, he facilitated all areas of setup and continues to manage things moving forward. 5 out of 5 Stars Matthew, London