Halcyon Financial Planning Ltd

Mortgage broker · Bolton · incorporated 2018

  • First-time buyers
  • Remortgage
  • Buy-to-let
  • Self-employed
  • Later life & equity release
  • Protection insurance

Contact details published by the firm

Visit halcyonfinancialplanning.co.uk

Services mentioned on its website

When we checked halcyonfinancialplanning.co.uk on 2026-09-13, Halcyon Financial Planning Ltd mentioned first-time buyers, remortgage, buy-to-let, self-employed, later life & equity release, protection insurance. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Halcyon Financial Planning Ltd on the FCA Register

Its website gives Firm Reference Number 805570. We haven't verified this with the FCA. Search FRN 805570 on the FCA Register →

Questions to ask Halcyon Financial Planning Ltd

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. What deposit will lenders realistically want for the homes I'm looking at, and which first-time buyer schemes am I eligible for?
  4. How early should I start before my current deal ends, and could a product transfer with my existing lender be better value?
  5. How will the lender's rental stress test affect what I can borrow, and have you arranged limited-company buy-to-let mortgages before?
  6. How many years of accounts or tax calculations will lenders want to see for my income?

Frequently asked questions

Is Halcyon Financial Planning Ltd authorised by the FCA?

Halcyon Financial Planning Ltd's website gives Firm Reference Number 805570. We haven't checked this with the FCA ourselves, so search that number on the Financial Services Register to confirm the firm's current permissions before taking advice.

What types of mortgage does Halcyon Financial Planning Ltd mention?

On its own website, Halcyon Financial Planning Ltd mentions: First-time buyers, Remortgage, Buy-to-let, Self-employed, Later life & equity release, Protection insurance. Services change, so confirm directly that the firm handles your situation.

How do I contact Halcyon Financial Planning Ltd?

Halcyon Financial Planning Ltd's website is halcyonfinancialplanning.co.uk.

Does Halcyon Financial Planning Ltd only work with clients in Bolton?

Its registered office is in Bolton, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.