Find a retirement adviser
Back to resultsHalcyon Wealth Limited
Firm details
Firm's services
Types of advice offered
- Pension pot savings & investments
- Transferring a pension
- Inheritance tax planning
Ways of offering advice
In person
- At your home
- At their office(s)
- At an agreed location
By telephone
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.
£0Minimum 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 sizeThis 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
- 37th Floor One Canada Square, , Canary Wharf, London, E14 5AA
- 27 Austin Friars, , City of London, London, EC2N 2QP
- 22 Mount Ephraim Road, , Tunbridge Wells, Kent, TN1 1ED
Other services
- Advice to UK expatriates
- Workplace financial advice
Offices
Advisers
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How near is your adviser?
Many firms have advisers who don’t work from the office all the time and are based in different parts of the UK. So don’t worry if the address of the firm seems far away, there should be an adviser located near to the post code you’ve entered. Advisers will also usually give you a choice of where to meet. For more help choosing an adviser see our guide.
Web chat
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Directions
- Monday to Friday, 8am to 8pm
- Saturday, 9am to 1pm
- Sunday and Bank Holidays, closed
Call us
Give us a call for free and impartial money advice.
- Monday to Friday, 8am to 8pm
- Saturday, 9am to 1pm
- Sunday and Bank Holidays, closed
* Calls are free.