About Heligan Group

We see things differently

Heligan is an intelligence-led financial advisory group working across Corporate Finance, Investments, Strategic Advisory and Wealth Management.

We work with business owners, investors, organisations and private clients at moments when the right decision can have a lasting impact. Each brings a different question. Our role is to understand what matters to them, examine the wider picture and bring informed judgement to the choices ahead.

That means looking beyond the immediate transaction, investment or challenge. We consider the people involved, the market around them and the opportunities and risks that may influence the outcome. It is how we help clients make decisions with greater clarity and confidence.

A deeper understanding creates better decisions

Good advice starts with understanding more than the immediate question. We look beyond the obvious to understand the ambition behind a decision, the market forces shaping it and the opportunities and risks that could influence the outcome.

Behind our advice sits Heligan Intelligence - our approach to research, analysis, sector understanding and specialist networks. It helps our advisers challenge assumptions, identify what matters most and bring greater clarity to complex decisions. It is the way we work across Corporate Finance, Investments, Strategic Advisory and Wealth Management.

Partner-led judgment

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Intelligence only creates value when combined with experience. Our senior advisers stay close to your objectives, applying insight and judgement to help you understand your options and make informed decisions.

Specialist sector understanding

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We develop deep knowledge of the markets where we operate, particularly complex and evolving sectors such as security technology. This understanding helps us identify trends, assess risks and uncover opportunities.

Insight with purpose

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Our research and analysis are focused on real decisions - understanding what could influence value, where risks may emerge and what actions could strengthen the outcome.

Perspectives beyond the obvious

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Through specialist networks, relationships and cross-sector experience, we bring additional perspectives that help clients see opportunities and challenges from a wider viewpoint.

Specialist expertise, a shared perspective

Heligan brings together four specialist businesses, each with its own expertise and client focus. What connects them is a shared approach: understanding complexity, applying insight and building trusted relationships.

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We advise business owners, investors and management teams on acquisitions, disposals, fundraising and strategic transactions.

Our Corporate Finance team combines transaction expertise with sector understanding, supporting clients across specialist markets including Security Technology, Healthcare, Infrastructure, Real Estate and Industrial Products & Services.

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Complex environments require more than information. They require understanding.

Our Strategic Advisory team provides intelligence-led insight across areas including security technology, helping organisations understand changing markets, assess risks and identify opportunities.

Through research, analysis and specialist networks, we help clients make sense of complex situations and make better-informed strategic decisions.

 

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We invest in ambitious technology businesses where specialist knowledge and long-term support can help create value.

Our investment approach is shaped by deep sector understanding, particularly across security technology and related markets, where our intelligence capabilities help us identify opportunities, assess risk and support management teams.

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We help private clients protect, manage and grow their wealth through advice shaped around their circumstances, ambitions and long-term objectives.

Our approach combines investment expertise with a broader understanding of the decisions that influence personal wealth - from liquidity events to succession planning and family wealth.

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How we work with you

Our guiding principles not only shape our approach but also provide you with assurance that your interests are at the heart of our work, and your success is our priority.

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Collaborative, client-focused outcomes

We prioritise working closely with you to achieve outcomes that meet your unique needs and aspirations.

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Attentive listening and understanding

We take the time to truly listen and comprehend not only where you aim to reach but also your preferred path to get there.

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Long-term strategic relationships

We believe in fostering strategic partnerships with our clients, cultivating a relationship built on trust, mutual understanding, and shared objectives.

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Expert adviser and critical friend

We blend the role of an expert adviser with that of a trusted confidant, empowering and sustaining your success.

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Acting with integrity, trust, and respect

We hold ourselves to the highest standards of integrity, ensuring that our actions are trustworthy and respectful in all interactions.

Built with a distinctive perspective

Heligan Group
2015

Heligan Group was founded by Dr. Tim Grasby with a vision to build a distinctive, holistic advisory business grounded in integrity, expertise and exceptional client service.

2020

Following a period of growth, Heligan sharpened its focus on National Security, Crime Prevention and Public Safety, while expanding the Group’s capabilities into Corporate Finance and Wealth Management.

2021

Heligan began making strategic direct investments in technology-led businesses, including Arquebus Solutions, Projectina and Pandora Intelligence. A partnership with Hay Hill Wealth Management also strengthened the Group’s offering to high-net-worth clients.

2022

Launched its first private equity fund in Jersey, focused on science and technology businesses within its core sectors, with investments including Interrupt Labs, Landguard Systems and CCL Solutions Group.

2024

Heligan Investments achieved the first close of its inaugural fund, marking an important milestone in the development of the Group’s investment platform. Heligan Wealth Management was established, and Heligan also expanded internationally with the establishment of Heligan Capital Partners LLP in the UAE.

2025

Heligan marked its 10th anniversary and reached another significant investment milestone with the successful sale of Landguard Systems to Chemring Group — the first exit from its maiden private equity fund.

2026

Heligan Strategic Insights evolved into Heligan Strategic Advisory, evolving the Group’s specialist intelligence, investigations and strategic advisory capabilities. Heligan was also recognised at the Birmingham Business Awards, winning Best Company for Training, Education & Apprenticeships.

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Experienced advisers. Trusted relationships.

Our expertise comes from our people.

 

Heligan brings together advisers, analysts and specialists with experience across finance, investment, intelligence and sector-specific markets. Our teams work closely with clients to understand their objectives, provide challenge where needed and support decisions as circumstances evolve.

 

You should know who is advising you, how they think and what experience they bring.

Meet our team
Start with a conversation

Tell us what you are considering, what you want to achieve or what you need to understand more clearly. We will connect you with the people at Heligan best placed to help.

corporate finance
Strategic Advisory
Investments
Wealth Management