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.
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.
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.
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.
Financial products are little more than the tools to achieve your required results and because we are independent, we have access to all financial products should any be required and we believe themto be suitable for you. We achieve a positive difference in the lives of our clients, their family and friends. We enable our clients to focus on what they really value and want out of life. Life is short and none of us know how long we have.
In 2000 Jeannette Zahler & David Eastwood decided to amalgamate their strengths - and surnames - to create Zest Financial Consultants. We felt that the sophistication now required in our industrycalled for a pooling of knowledge and resources. Our advisers have attained the Diploma for Financial Advisers (DipFA), and hold membership of the Institute of Financial Services, a highly respected accredited professional body with a history dating back 130 years.
Prima Net Consult UK Limited was founded as an independent provider of Cloud Computing, Virtualisation, Accountancy and Tax Advisory consultancy services by a team of experienced and highly motivatedIT and Finance professionals with an unparallel passion and enthusiasm for delivering value, exploring new business models.
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).