Halcyon Financial Planning specialise in helping you secure a prosperous future. We provide personalised, financial planning, developed specifically for your individual needs. With Halcyon, you can have peace of mind that your financial future is secure, no matter what life may throw your way.
Our aim is always to find out what works best for you. Our creed is never to “sell” individual products or force you down a road that’s not exactly right for your needs. Instead, our approach is to make sure that you get the best return on life, so that you can enjoy every moment, both now and in the future. That’s why we will never push you into a ready-made plan. Instead we take the time to get to know you and understand your life goals.
We don’t see the people we work with as clients, we see them as our partners. Which means that getting to know you and your aspirations is a key part of our work together.
By taking the time to get to know how you want to live your perfect life, we can find the best solution to fit your unique and personal situation. Our approach uses a comprehensive planning process, where we review all options available, anticipating all your needs throughout life, and even planning for the unexpected. That way, you can be secure in the knowledge that you really are reaping the rewards of a life’s hard work.
At Halcyon, it’s important that you feel at ease and confident in your financial future. It’s not about a quick fix, but about establishing a long-term relationship, so you’ll always feel in safe hands. We pride ourselves in being open, honest and transparent throughout your journey with us, so you can relax and enjoy life with true peace of mind.
"I can highly recommend working with Kevin on personal finances. As you would expect of an advisor he brings expertise and great market knowledge"
"We first engaged with Kevin around 18 months ago and it is the best strategic step we have ever taken"
"I have always found Kevin's approach to financial planning to be both professional and easy to understand. "
Having worked hard all her life, Rachel, had worked her way up to a senior position in a large blue-chip company with all the benefits that provides...
Brian and Claire already had plenty in life to deal when a cancer diagnosis shook them to the core...
Simon and Louise could be described as a very normal working family. Simon is a business owner who is building up a successful firm...