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 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.
We offer a friendly and personal service to our clients. We find most people prefer to meet in person but we can of course work via email and the telephone. Meetings are available in our offices, your office, your home or at a venue to suit you. Appointments are available in the evening as well as daytime if you prefer. Mark has worked in the financial services sector for over 30 years and as an IFA since 1993. Currently he is a Partner at True Potential Wealth Management.
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's and 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.
Ward Williams Financial Services Ltd was originally established by Ward Williams Chartered Accountants (Ward Williams Ltd) as a separate company to provide Independent Financial Advice to its personal and business clients, as well as its professional connections. Ward Williams Financial Services Ltd is owned by the principals of Ward Williams Ltd and Ward Williams Financial Services Ltd. Ward Williams Financial Services Ltd (WWFS) is authorised and regulated by the Financial Conduct Authority.
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.
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 mortgage borrowing (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.
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 of Corporate Treasurers (ACT), holding certificates in International Treasury Management, Financial Mathematics and Modelling, and Risk Management.
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.
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 to making 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.
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 both parties 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.