Financial Advisers (Independent) in Tunbridge Wells
22 Mount Ephraim Road
Tunbridge Wells
Kent
TN1 1ED
Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed
Halcyon Wealth is a client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells. Our fundamental objective is to provide a holistic approach to financial planning by providing an unrivaled, 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 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.'
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We can help your business set up or review any group pension schemes, as well as conducting individual pension reviews.
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 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.5* Stars
Stephen Kent
Testimonials are added by the business owner and are not independently verified.