Experts in Pensions, Investments, Insurance and Estate Planning with offices in the City of London, Royal Tunbridge Wells and throughout the South East. We provide a range of services to enable you to reach your goals and enjoy the moments that really matter to you. You've worked hard to build and grow your wealth, we are here to make sure you have what you need, when you need it.
We believe discussing your specific circumstances face-to-face is far more helpful and effective than on the phone or over email. So wherever possible, we'll always try and have one of our financial advisers meet you in person. Speak to one of our highly qualified, professional financial advisers for a no-obligation financial planning review.
We believe discussing your specific circumstances face-to-face is far more helpful and effective than on the phone or over email. So wherever possible, we'll always try and have one of our financial advisers meet you in person. Speak to one of our highly qualified, professional financial advisers for a no-obligation financial planning review.
Services
Halcyon Wealth is part of the Quilter Financial Planning Network of financial advisers. Quilter Financial Planning is one of the largest networks in the country with over 3,300 Financial Advisers and offers an established framework of support for financial advice. Quilter itself has an excellent track record of delivering robust customer solutions and is a company with real financial strength that offers long-term security for all clients.
Whether your investment objective is to provide for children's school fees, reduce mortgage debt or another medium to long-term objective, creating a financial plan that meets your lifestyle goals is the first step. Maintaining the right investment strategy then plays a vital role in securing your financial future.
We will work with you to understand your goals and requirements, so we can put a plan in place to get you where you want to go. One of the key areas of concern that our clients have is planning for the day they will eventually retire.
In the past few years new legislation has made pensions an increasingly complex area and with large sums of money often held in multiple pots through changes of employment over people's lifetime, getting the right guidance is vital.We aim to alleviate these concerns and ensure that, once your working life is over you will be financially comfortable and able to prosper in this new chapter.
In the past few years new legislation has made pensions an increasingly complex area and with large sums of money often held in multiple pots through changes of employment over people's lifetime, getting the right guidance is vital.We aim to alleviate these concerns and ensure that, once your working life is over you will be financially comfortable and able to prosper in this new chapter.
When creating a robust financial plan it is crucial that in addition to making sound investment decisions, you protect against the unexpected. To that end we offer a comprehensive range of personal and business related insurance and protection policies. We will review your existing policies through your place of employment, or private policies, to ensure they are relevant and suited to your specific situation or change in circumstances.
We help secure your life insurance, for free. It's quick and easy, and means your family is protected financially if anything were to happen to you. Let's get your cover sorted so you can tick it off your list! Chances are you would do anything for your kids (no matter how stupid you might look while doing it).
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