Halcyon Wealth

Halcyon Wealth

Financial Advisor in Tunbridge Wells, Kent, TN1 1ED

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About the Business
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 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.
Business Services
External Partner Services

External Partner Services

External Partner Services
Halcyon wealth has professional working relationships with a range of 3rd party service providers. These complement our traditional internal services and provide our clients with further dimensions to their financial planning options.

Through our partners we offer the following services:
Property Investment and Development Opportunities (UK Residential, UK Commercial, Overseas Residential, Overseas Commercial, Funds).
Tax Planning and Mitigation (Income Tax, Capital Gains, Inheritance Tax, Corporation Tax, Stamp Duty).
Private Portfolio Management (Stockbroking, Hedge funds).
Will Writing and Trusts.
Inheritance Tax IHT and Estate Planning

Inheritance Tax IHT and Estate Planning

Inheritance Tax and Estate Planning
Wealth preservation through the generations and minimising the impact of inheritance tax (IHT) on their estate is an understandably key concern for our clients. We aim to remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way, discussing how investments and pensions work from an inheritance point of view and introducing what measures can be taken to be more efficient in this area.

Our team advise on:
  • Making use of exemptions and allowances
  • Gifting
  • Trusts
  • Whole of Life policies
  • Business Property relief
  • Preservation of income
  • (The Financial Conduct Authority does not regulate on Estate Planning.)
Insurance

Insurance

Insurance and Asset Protection
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.

Our team advise on:
  • Life Assurance
  • Critical Illness Cover (CIC)
  • Income Protection
  • Private medical insurance (PMI)
  • Accident, Sickness & Unemployment cover (ASU)
  • Mortgage Payment Protection Insurance (MPPI)
  • Long Term Care Insurance
  • Estate Planning Insurance
  • Keyperson cover
Investment Planning

Investment Planning

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. Whether you are looking to invest for income or growth, we can provide quality advice and access to market-leading investment solutions.

Retirement Planning

Retirement Planning

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.

Business Offers
Free financial adviser planning review Tunbridge Wells Kent Free financial adviser planning review Tunbridge Wells Kent Free financial adviser planning review Tunbridge Wells Kent Free financial adviser planning review Tunbridge Wells Kent

Free financial adviser planning review Tunbridge Wells Kent

Free financial and retirement planning review at our City of London, Canary Wharf or Tunbridge Wells offices.

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 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.

Location & Hours

22 Mount Ephraim Road

Tunbridge Wells, TN1 1ED
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