Halcyon Wealth

Halcyon Wealth

Mortgage Broker in Tunbridge Wells, Kent, TN1 1ED

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About the Business
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.
Business Services
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.
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.

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.

Business Products
Our services

Our services

Free initial consultation and bespoke financial plan.
Business Offers
Free financial and pension planning review

Free financial and pension planning review

Free financial and pension planning review.
Persons

Stephen Jevons - Financial consultant

07718 267006 Email Website

An accomplished entrepreneur with a strong passion and commitment for building long term client relationships focused on surpassing challenging objectives. Combining analytical, research, administrative, and relationship building skills to facilitate all aspects of bespoke financial planning. Highly committed to the continuous delivery of top quality service, boosting client satisfaction, retention, and referrals within competitive arenas.

Testimonials

Stephen

Kent

James took the time to make sure he understood my circumstances before giving me some excellent advice on how I could maximise the tax efficiency of my investments and thus my retirement income.


John

London

James was incredibly understanding about what goals I wanted to prioritise. The key, for me, was to have it explained in simple terms - this enabled me to take out the right personal protection and pension plan. Trust is probably the most important part of this process and I felt/feel confident that James helped me make the right plans to safeguard my family's future.


Location & Hours

22 Mount Ephraim Road

Tunbridge Wells, TN1 1ED
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