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.

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Strategic Insights & Analysis

Heligan Strategic Insights brings together original thinking, specialist expertise and proprietary intelligence to help you understand an increasingly complex security landscape. Through our free resources, you can explore timely opinion pieces, concise Primers and in-depth Spotlight reports covering National Security, Crime Prevention and Public Safety in the UK and globally. Each publication is designed to clarify emerging risks, reveal hidden dynamics and highlight practical opportunities, equipping you with the insight needed to navigate change with confidence.

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What we do

Heligan Group offers a full range of intelligence-led financial services to unlock your potential:

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Investing in high-growth technology businesses, partnering with ambitious teams to create long-term value, deliver strong returns, and enhance safety and security.

Investments
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Mid-market M&A advisory, supporting business sales, acquisitions, capital raising and complex transactions with strategic insight and execution expertise.

Corporate Finance
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Private Banking and Wealth Management services, combining expertise, discretion and innovation to deliver tailored financial solutions for discerning clients.

Wealth Management
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Specialist intelligence, investigations and sector insight, delivering evidence-led advisory to support decision-making in complex, high-risk environments.

Strategic Advisory

Our highlights

40+

Size of team
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9

Portfolio companies
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£150m+

Assets Under Management
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£6bn

Collective team deal experience value
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£1bn

Total deal value to date
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15+

Completions per annum
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Latest

All the news, updates, opinions and analysis about Heligan, its key sectors and the industry.

Heligan Blog Coffeeunlock
What a coffee can unlock

In a market where buyer activity in infrastructure services is at its strongest in more than five years, even one informal conversation can unlock clearer exit options, sharper preparation and materially better value when the timing is right.

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Heligan Blog Successfulexit
Planning for a successful exit starts before the sale - not after

For business owners, a successful exit is about more than securing the best price—it’s about planning early enough to protect family wealth, preserve tax efficiency and shape how value is passed on long before the sale completes.

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Trump
The clock ran out… and then didn’t

A fragile Iran ceasefire has paused the world’s most dangerous supply-chain shock; but with Hormuz reopening only under Iranian control, petrochemical capacity disrupted and missile fire continuing after the truce, markets are pricing a pause, not peace.

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The rose-coloured endgame: What the Iran War is actually deciding

This analysis argues that the Iran war is deciding far more than Trump’s political fortunes - reshaping the balance of advantage for Russia, China, the Gulf energy order and the future credibility of US power in the Middle East.

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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. 

Contact us

Get in touch today to explore how we can support your future needs. 

Investments
Strategic Advisory
corporate finance
Wealth Management