Find a retirement adviser
Halcyon Wealth Limited
Types of advice offered
- Pension pot savings & investments
- Transferring a pension
- Inheritance tax planning
Ways of offering advice
- At your home
- At their office(s)
- At an agreed location
By video conferencing
Minimum fee i
Financial advisers charge fees for advice and some have a minimum fee. This might differ depending on the type of advice you need, so the figure shown may just be a guide. All advisers must give you an estimate of the total cost of their services before you commit. See our guide ‘Paying for financial advice’ for more information.£0
Minimum pot size i
Not all financial advisers provide advice for all levels of pension pots, savings or investments. This tells you the minimum level of pension pot/savings/investments you must have in order to deal with this firm.No minimum pot size
This firm will offer an initial meeting at their own expense. The firm will use this meeting to establish your needs and see if they can help you.
Adviser & office locations
- Mr James Trevor Ford
- Mr Jamsheed Baman Motafram
- Mr STEPHEN JEVONS
- 37th Floor One Canada Square, , Canary Wharf, London, E14 5AA
- 22 Mount Ephraim Road, , Tunbridge Wells, Kent, TN1 1ED
- 27 Austin Friars, , City of London, London, EC2N 2QP
- Advice to UK expatriates
- Workplace financial advice
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How near is your adviser?
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- Monday to Friday, 8am to 6pm
- Saturday, 8am to 3pm
- Sunday and Bank Holidays, closed
Need help sorting out your debts, have credit questions or want pensions guidance? Add +44 7701 342744 to your Whatsapp and send us a message.
For everything else please contact us via Webchat or Telephone.