Halcyon Wealth UK Ltd

Reference number: 948417

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When halcyonwealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 01732 926262 is
  • Who else gives the postcode TN9 1NP
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Halcyon Wealth Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
13204026
Company status
Active
Company type
Private limited company
Incorporated
16 February 2021 (5 years old)
Registered office
The Studio, Brewer Street, Bletchingley, Surrey, RH1 4QP, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
James Trevor Ford Director Nov 1982 16 Feb 2021 7 other companies

Other companies run by its director

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
7
closed down
3
is FCA-registered
1

In the full report: all 7 companies, named

  • What each company does, and whether it is still trading
  • Which of its director sits on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
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Filed accounts and finances

Year to 31 December 2024Small company accountsNot audited

Total equity

£325k

+29% from £253k

Cash at bank

£426

Down £408 from £834

Employees (average)

1

Same as 1

Owed within a year

£229k

+53% from £150k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2021 to 2024
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 13204026. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Halcyon Wealth UK’s history from the FCA register and Companies House, newest first.

Key events (4) All events (8)

2021

31 August 2021

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

16 February 2021

  • Incorporated at Companies House
  • James Trevor Ford took control (75–100% of shares)

Companies House

In the full report: all 8 events

  • All 8 events in its history (4 shown here)
  • Every director appointment and resignation: 1
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Firms connected to Halcyon Wealth UK

Other FCA-listed firms that share a director, phone number or address with Halcyon Wealth UK. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share a director
1

In the full report: the connected firm, named

  • How it is linked: shared directors (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Halcyon Wealth UK

Other firms of the same type (financial adviser), nearest first.

In Tonbridge

Courtney Havers LLPTonbridgeAuthorisedESJ Financial Planning LLPTonbridgeAuthorisedLMJ Financial Management LtdTonbridgeAuthorisedRootes Wealth Management LtdTonbridgeAuthorisedWheble Financial Services LimitedTonbridgeAuthorisedOff Piste Wealth LimitedTonbridgeAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Halcyon Wealth UK

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 7 other companies its directors have run, named
  • 3 background checks on its contact details
  • 4 years of accounts, charted
  • All 8 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Halcyon Wealth UK Ltd FCA authorised?
Yes, Halcyon Wealth UK Ltd (FRN 948417) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2021 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Halcyon Wealth UK’s phone number and website?
The FCA register lists the phone number 01732 926262 and the website halcyonwealth.co.uk for Halcyon Wealth UK. If you were given different contact details, use these to check with the firm before going any further.
Is Halcyon Wealth UK a scam or clone?
Halcyon Wealth UK is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Halcyon Wealth UK?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Halcyon Wealth UK to the Financial Ombudsman Service, free of charge.
Who owns Halcyon Wealth UK?
Companies House lists one person with significant control of Halcyon Wealth UK: Mr James Trevor Ford (75–100% of shares).
Who runs Halcyon Wealth UK?
Companies House lists one director of Halcyon Wealth UK: James Trevor Ford.
How long has Halcyon Wealth UK been in business?
The company was formed on 16 February 2021, and has held its current FCA authorisation since August 2021.
What do Halcyon Wealth UK’s latest accounts show?
Its latest accounts, to 31 December 2024, show total equity of £325k (+29% from £253k) and cash at bank of £426 (down £408 from £834).
Does Halcyon Wealth UK use any other names?
It trades as Halcyon Wealth.

Sources and links

The full report on Halcyon Wealth UK Ltd

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