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.
Kevin has over a decade of corporate risk management experience, as both a practitioner and a consultant. Kevin holds an MBA from McGill University, and is an Associate Member of the Association ofCorporate Treasurers (ACT), holding certificates in International Treasury Management, Financial Mathematics and Modelling, and Risk Management.
We specialise in providing on-going holistic advice on a personal level. We manage investment portfolios and pension funds with an emphasis on capital preservation. We pay particular attention tomaking sure you understand investment risk when making our recommendations. We encourage on-going dialogue with our clients, as we are aware your personal circumstances change, as does financial legislation. We aim to.
Looking for a Financial Adviser? You've come to the right place! Life is busy and demands on executives are high; between business and trying to keep a family life, time is becoming scarcer than ever.As a result, there is a demand for financial advice, which takes the complication out of growing your financial assets. We believe that executives need help and encouragement in order to balance all the factors in their busy lives.
Our goal is to provide you with a friendly and bespoke financial planning and wealth management service. This might be in creating an Investment Portfolio and helping them manage their pensions, ISA'sand Unit Trust investments, or helping them build a substantial Buy to Let property portfolio. We also provide bespoke financial planning reports to ensure you are on track for you goals such as School and University Fee planning.
For most people, engaging an Independent Financial Adviser, particularly for pensions and investments, is likely to be the start of a long term relationship and as such it is important for bothparties to get it right from the outset. Accordingly, to make sure the fit is appropriate, we always have an initial meeting, at our expense, so that we can find out about you and your needs and you, in turn, can find out about us.
The wide range of skills, technical resources and knowledge within the Eacotts practice ensures Eacotts Financial Services has access to experts in related fields whenever needed. Typically theyadvise on matters relating to audit, accounting, taxation and growing businesses. Eacotts is a progressive firm of Chartered Accountants and Business Consultants offering a broad range of services to companies, organisations and individuals throughout the Thames Valley Region.
Watt Money Ltd are based in Maidenhead town centre, Berkshire. Andrew Watt, married father of 4, has over 26 years financial services experience. He left university in 1984 and joined the FinancialServices industry soon after and worked in the mortgage market througout the 1980s graduating into other areas of financial planning in the 1990s. Between 1995-2002 he worked for Skandia Life as an Executive Consultant serving on the Investment Committee meeting many Fund Managers.
Radcliffe Cooper can help you take charge of your financial future. Hopefully you are serious about organising your finances to enjoy the lifestyle you've worked hard for. You may have found that yourwork and family time commitments have meant your finances have not been given the detailed attention they require. It's quite possible that your finances feel comfortable, when in reality, you are not fully utilising your income or capital as effectively as you could.
We hope you find the site both useful and informative. In advising and recommending the most suitable mortgage to fit your needs, we will charge a fee equivalent to 0.75% of the total mortgageborrowing (on the property against which said debt is arranged), less any commission we may receive from the recommended lender, subject to an overall minimum of £750.