Intelligence-driven financial services

Heligan Group redefines banking for the modern era, blending trusted financial guidance with the latest insights and innovations.

Our comprehensive services equip you with everything from investment expertise to corporate finance advice and wealth management solutions underpinned by strategic intelligence.

Our edge lies in the proactive, rigorous insights we deploy. Far from merely reacting to market movements, our in-house research and analysis drive our advice and help us see further. This ensures that your plans are built on a solid, well-researched understanding of the landscape. We present our recommendations clearly and intelligently, allowing you to navigate your financial decisions with confidence. We are your partner for innovative financial services.

In-depth expertise and unmatched industry insight

Our strength lies in delivering unparalleled insights that drive value far beyond conventional data. We don't just rely on third-party information; our experts actively generate proprietary intelligence. By tapping into our extensive networks, we delve deeper, uncovering new, vital data that informs our strategies. Our specialist team combines their personal expertise with detailed industry knowledge, all fuelled by our shared commitment to enhancing global safety. This unique approach enables us to provide solutions that are not only effective but truly transformative.

Our highlights

30+

Size of team

Portfolio companies

£100m+

Assets Under Management

£6bn

Collective team deal experience value

£750m

Total deal value to date

15+

Completions per annum

Resource library

Heligan Strategic Insights produces comprehensive materials that analyse the latest trends, threats, and developments affecting National Security, Crime Prevention, and Public Safety, both in the UK and worldwide. Additionally, we provide in-depth analysis of less transparent aspects of government operations and their evolving requirements, with detailed analysis that identifies and explains key areas of opportunity, offering you a clearer understanding of the landscape and helping you navigate it with confidence.

Visit our Resource Library

What makes us unique

Market knowledge

Our deep market understanding and substantial expertise enable us to consistently deliver outstanding outcomes for our clients.
As a business that is managed by its owners, we truly understand the importance of selecting the right partner to meet your future growth ambitions. We are committed to not just meeting but surpassing your expectations.
Collective expertise

Our collective wisdom and a strong set of values inform our innovative approach to deals. Combining expertise with sound judgement and a commitment to transparency and integrity, we expertly tailor transactions to fit the unique needs of each situation. We confidently approach each opportunity, crafting bespoke solutions that align with your requirements.
Decades of experience

While we embrace a wide range of opportunities, we have specific expertise in the high-growth Science & Technology sectors, particularly within National Security, Crime Prevention and Public Safety.
Our distinct advantage lies in our deep sector experience, creating assurance built over decades of operational and investment expertise. We offer you a wide range of practical insight, ensuring proficient navigation through our specialist sectors to achieve the best outcomes.
Globally recognised advisors

We are hugely proud of the deep insights our teams receive from a globally acknowledged panel of respected individuals from within the technology, law enforcement, military and intelligence sectors.