We are defined by our values

We are defined by our values


Building a 21st century international investment bank that is values led and results focused.

The founding ethos of the Heligan Group remains as strong as ever: a belief that clients’ objectives must always be delivered in an honest, fair and transparent way; and a desire to offer greater societal and community value through our support for security and safety-oriented organisations.
Heligan prides itself on adhering to the highest environmental, social and corporate governance practices. Not just fine words but demonstrated every day by each of our teams.
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Our guiding principles

When businesses are seeking to choose their advisory partner, it’s important to recognise every facet of our work is underpinned by the same guiding set of principles:

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Collaborative, client focused outcomes

Taking time to listen and understand not just where clients want to get to but how they want to get there

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Building long-term strategic relationships

Blending the expert adviser with the critical friend to power and sustain success

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Acting with integrity, trust and respect

Always remembering our values and treating others as we would like to be treated