James Ford

I am Company Principal and Senior Financial Adviser at Halcyon Wealth with over 18 years experience in the Financial Services industry. Halcyon has offices in the City of London, Royal Tunbridge Wells and throughout the UK. My fundamental objective is to provide a holistic approach to financial planning by providing an unrivalled, personal client service proposition that is bespoke to each individual and specific to both their current circumstances and future ambitions. I am dedicated to building successful long-term relationships and supporting clients throughout their careers and beyond in order for them to achieve their financial aspirations I specialise in the following areas: -Pension Switching & Consolidation -Defined Benefit & Final Salary Pension Transfers -Retirement Planning -Tax Efficient Savings & Investments -Inheritance Tax & Estate Planning -Personal & Business Protection -Auto Enrolment & Company Benefits Finally, I believe that the onus is firmly on me to: -Analyse and highlight the areas of your finances that can or need to be improved upon. -Illustrate and explain to you clear and concise methods by which these improvements can be made. -Gain your trust and impress upon you that I am the person to work with long term to help you achieve your financial goals. If and when, and only when, I have achieved these criteria and you have decided to become a client will I be remunerated for my services. All consultations leading up to this point are free of charge. I feel this is the fairest way to do business and I hope you do too.