Halcyon Wealth is a client focused, innovative financial services consultancy with offices in the City of London, Tonbridge and throughout the South East. Our fundamental objective is to provide a holistic approach to financial planning by providing an unrivaled, 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.
| Website | http://www.halcyonwealth.co.uk |
| Revenue | $5 million |
| Employees | 6 (5 on RocketReach) |
| Phone | +44 20 7868 2891 |
| Technologies |
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| Industry | Financial Services, Finance General, Finance |
| Keywords | Financial Services, Financial Analysis, Financial Planning, Wealth Advisory, Wealth Management, Investment Consulting, Investment Advice, Investment Strategies, Wealth Preservation, Financial Consultancy, Risk Management, Retirement Planning, Financial Solutions, Portfolio Management, Long Term Investments, Estate Planning, Asset Allocation, Tax Planning, Pension Planning, Insurance Planning |
| Competitors | J.P. Morgan, Goldman Sachs, UBS, Fidelity Investments, Morgan Stanley, BlackRock, Raymond James, Schroders, St. James’s Place, Charles Stanley & Co. Limited +38 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52399 Companies, NAICS Code 5239 Companies |
Looking for a particular Halcyon Wealth employee's phone or email?
The Halcyon Wealth annual revenue was $5 million in 2026.
Jamsheed Motafram is the Financial Adviser and Director of Halcyon Wealth.
5 people are employed at Halcyon Wealth.
The NAICS codes for Halcyon Wealth are [52, 523, 52399, 5239].
The SIC codes for Halcyon Wealth are [628, 62].