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.
About Us: established in 1981, we have considerable experience and expertise in providing comprehensive independent financial planning advice and support to both individual and corporate clients. Wepride ourselves in providing a highly personalised and attentive service. An initial meeting is offered without charge or obligation. Thereafter we work on either a fee or commission basis, or a combination of both.
Arranging finance can be a very complex and time consuming process and how you present your proposal to prospective lenders is critical to success. With over thirty years experience in the BusinessFinance and Corporate Banking arena covering all industry sectors, we provide a professional, innovative and personal service to our Clients.
A firm of Independent Financial & Mortgage Advisers based in Camberley. As Independent Advisers we are not tied to any company and are therefore able to research the whole of market in order to findthe most suitable and competitive product for our clients. We hope you find the site both useful and informative.
Welcome to Professional Wealthcare, provider of Independent Financial Advice, based in Camberley, Surrey. We can help you with your pension, investment and protection needs. The internet is full ofinformation about financial services. At Professional Wealthcare, we like to do things a little differently. Consequently, this website is kept up-to-date with useful, topical and interesting financial news.
Founded in 2002, the practice has grown steadily. We now assist in both personal and corporate financial planning, helping you make the most of your journey towards building a secure financial future.All initial consultations are free of charge and without obligation. We hope that you, like many of our existing clients, will enjoy working with our friendly and personable advisers, and look forward to helping you recognise and achieve your financial goals.
As professional financial advisers, we specialise in providing tailored financial planning advice to private and corporate clients in London, Surrey and the Home Counties. We have qualifiedspecialists authorised in the fields of pensions, investments and mortgages. We can also help with inheritance tax planning and sophisticated retirement strategies. Our emphasis is on long term holistic financial planning rather than opportunities for sales.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with theircontact telephone number. John has worked in the Financial Services industry in the Woking area since 1978 starting with Lloyds Bank, moving onto Prudential in 1986 before establishing Concept Financial Management Ltd in 2001.
Advoco Financial are specialists in mortgage advice, which means we work for you in order to find the most suitable and cost effective mortgage product to suit your needs. Not only can we ensure thatwe find a mortgage that fits your requirements, we can also guide you through the sales or re-mortgage process - right from when you are considering your options, through to the day of completion, helping to remove the stress and anxiety that can be involved in moving home.
Stephen Lunn DipPFS, proprietor and Independent Financial Advisor (IFA), formed Home Counties Financial Services in 1990 after 16 years experience with Prudential Assurance. Originally established toprovide financial advice and services to clients within the Home Counties, our coverage now extends far beyond.