Halcyon Wealth 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 aholistic 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.
I have held the full Financial Planning Certificate since 1996, the Financial Planning Diploma since 2008 and I am accredited in the internationally accepted ISO22222 benchmark for Personal FinancialPlanning. I subscribe to the UK regulatory body code of practice and hold a Statement of Professional Standing in good order. My membership of the international organisation MDRT recognises me as a member of their Top of the Table group (MDRT ToT).
As a result of this and after much consideration, I have decided to ally my business to a firm called Russell & Co Financial Advisers LLP. As part of this business change, I have also taken theopportunity to move my main office and this will now be located at the Russell & Co Head Office in East Horsley. I also have office facilities near London Victoria Station. This, therefore, ensures that I can offer my clients a range of meeting options at either East Horsley, London or your home or work.
Whole of market means we are not tied to any one provider so, we offer advice on ALL forms of investment. One size does not fit all and backed by over 45-years of experience, we will advise on andprovide for you an investment strategy, tailored to your needs, that aims to provide the best possible market returns.
What is the Future of Financial Services? The financial services industry is changing, and changing fast. For many banks and insurance firms, keeping up with change is a full-time occupation. The raftof new legislation, new technology, new competition and new products is a continually challenging cycle. Is there an easier way? Of course. You could subscribe to thousands of magazines, websites or journals to get the very latest in Political, Economic, Social and Technological change.
Seacco is a professional organisation established by experienced industry specialists. By bringing together a wealth of knowledge, opportunities and expertise we provide our clients with a holisticapproach to their funding requirements, tax position and investment strategies by designing bespoke products as well as offering exclusive product ranges.
MDP Accounting Services LLP provide specialist accounting services to freelance contractors, medical professionals and SMEs offering a fresh perspective to your accounts allowing you to concentrate onyour core objectives. With vast experience in accounting we understand that one size doesn't fit all.
Gareth believes that life is not a dress rehearsal which fuels his passion for financial planning. He derives great satisfaction from delivering cutting edge financial strategies to help individualsand families maximise their financial resources so that they get to live the life they choose and enjoy what is important to them. Gareth cofounded GEM with Eamon in May 1999, after a successful career in financial services, which started in 1986.
As a financial services marketing and communications agency, we're specialists in all things financial. We live, breathe and sleep everything from investments to insurance and the regulatory frameworkin which they're sold. We're in the business of bringing banks and financial providers together with their consumers. So whether your customers are intermediaries or IFAs in the B2B arena - or retail consumers - we'll help you break through, and form long-lasting, profitable relationships.
As experts in international financial advice our role is to de-mystify the complex world of different products and services. AES International exists to help our clients understand, protect and buildtheir assets better than any other organisation worldwide, through our multi-award winning financial service.