Tunbridge Wells, Kent
Halcyon Wealth is a client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells.
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.
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Why should our clients choose you?
An accomplished entrepreneur with a strong passion and commitment for building long term client relationships focused on surpassing challenging objectives. Combining analytical, research, administrative, and relationship building skills to facilitate all aspects of bespoke financial planning. Highly committed to the continuous delivery of top quality service, boosting client satisfaction, retention, and referrals within competitive arenas.
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