22 Mount Ephraim Road, Tunbridge Wells, Kent, TN1 1ED  (Show me directions) Show Map

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  Monday to Friday: 09:00 to 17:00 , Saturday to Sunday: Closed

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Profile

Retirement Planning

Retirement Planning
One of the key areas of concern that our clients have is planning for the day they will eventually retire. In the past few years new legislation has made pensions an increasingly complex area and with large sums of money often held in multiple pots through changes of employment over people's lifetime, getting the right guidance is vital. We aim to alleviate these concerns and ensure that, once your working life is over you will be financially comfortable and able to prosper in this new chapter.

Our team facilitate this by creating accurate projections of retirement income, assessing what level of risk you're comfortable with when planning financial solutions, recommending funds and giving ongoing investment performance reviews. We will also review existing pensions you may have accumulated through multiple employers.

We provide pension planning advice for both individuals and for companies. We can help your business set up or review any group pension schemes, as well as conducting individual pension reviews with employees if required.

Our team advise on:

Personal, Occupational, Group Personal Pensions


SIPP & SSAS


Asset allocation and risk assessment


Defined benefit and money purchase analysis


Income & Flexi-access drawdown


Crystallisation and Tax Free Lump Sums


Annuity purchase


Death benefit

(The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.)

Investment Planning

Investment Planning
Whether your investment objective is to provide for children's school fees, reduce mortgage debt or another medium to long-term objective, creating a financial plan that meets your lifestyle goals is the first step. Maintaining the right investment strategy then plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide quality advice and access to market-leading investment solutions.

Our team advise on:

ISA's


Unit Trusts


Investment Bonds


Enterprise Investment Schemes (EIS)


Venture Capital Trusts (VCT)


Child Trust Funds


Capital Protected Investments


Offshore Investments


General Savings Plans

(The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.)

(The Financial Conduct Authority does not regulate on school fee planning.)

Insurance and Asset Protection

Insurance and Asset Protection
When creating a robust financial plan it is crucial that in addition to making sound investment decisions, you protect against the unexpected. To that end we offer a comprehensive range of personal and business related insurance and protection policies.

We will review your existing policies through your place of employment, or private policies, to ensure they are relevant and suited to your specific situation or change in circumstances.

Our team advise on:

Life Assurance


Critical Illness Cover (CIC)


Income Protection


Private medical insurance (PMI)


Accident, Sickness & Unemployment cover (ASU)


Mortgage Payment Protection Insurance (MPPI)


Long Term Care Insurance


Estate Planning Insurance


Keyperson cover

Inheritance Tax (IHT) and Estate Planning

Inheritance Tax and Estate Planning
Wealth preservation through the generations and minimising the impact of inheritance tax (IHT) on their estate is an understandably key concern for our clients. We aim to remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way, discussing how investments and pensions work from an inheritance point of view and introducing what measures can be taken to be more efficient in this area.

Our team advise on:

Making use of exemptions and allowances


Gifting


Trusts


Whole of Life policies


Business Property relief


Preservation of income

Our services

Our Services
We use a comprehensive range of handpicked solutions, utilising some of the most modern and efficient products available so we can offer our clients the tailored services below:
Retirement
We can help your business set up or review any group pension schemes, as well as conducting individual pension reviews.

Insurance
We will review your existing policies through your place of employment, or private policies, to ensure they are relevant and suitable.
READ MORE
Investment
Whether you are looking to invest for income or growth, we provide quality advice & access to the best investment solutions.

Inheritance Tax
We remove any uncertainty by explaining regulations, reviewing any existing plans to ensure they are structured in the right way.

External Partner Services
Halcyon wealth has professional working relationships with a range of 3rd party service providers.

About us

Halcyon Wealth is 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.

Our experienced team of professional advisers are dedicated to building successful long-term relationships and supporting clients throughout their careers in order to help them achieve their financial goals.

We pride ourselves on being proactive and meeting our clients at consistent regular intervals to keep fully abreast of changes in their personal and professional circumstances. We introduce new products where relevant and continually review existing ones to make sure they're most appropriate to further enhance your financial position.

External Partner Services

External Partner Services
Halcyon wealth has professional working relationships with a range of 3rd party service providers. These complement our traditional internal services and provide our clients with further dimensions to their financial planning options.

Through our partners we offer the following services:

Property Investment and Development Opportunities (UK Residential, UK Commercial, Overseas Residential, Overseas Commercial, Funds)


Tax Planning and Mitigation (Income Tax, Capital Gains, Inheritance Tax, Corporation Tax, Stamp Duty)


Private Portfolio Management (Stockbroking, Hedge funds)


Will Writing and Trusts

Media

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