Halcyon Financial Planning Ltd - Bolton

Chris M.

We are all on a life journey – unavoidable! For that journey we will fare better if we have financial planning and adequate provision – wisdom! The question is how do we get that planning and advice? Our choice!

As a business consultant, with 30 plus years of experience, I had the basic expertise for DIY! However, I chose Kevin Titmus of Halycon Financial Planning as my independent adviser and planner. Why?

Well first, Kevin is truly independent. In short, he is not trying to shoe-horn you into a ready made one size fits all white label box. He will spend a long time talking to you and asking questions to discover exactly where you are on the journey, where you want to go, how you want to travel and who is travelling with you. In many ways he is in the role of a financial coach to help you achieve the financial future that you want for yourself in the light of your aspirations and situation.

Kevin is also a person at the top of his game. Or put it another way – if you are looking for a football coach would you pick Jurgen Klopp or the person who runs the local under 13s? No disrespect to volunteer coaches, however if you want your financial future to be in the premier league – then Kevin is your Jurgen Klopp or Alex Ferguson!

It is also important to remember that your financial future is not meant to be a one season wonder. Just like a Klopp or a Ferguson, Kevin will help you build long term success with a portfolio that is resilient and adaptable to emerging trends and changing personal circumstances.

As a business consultant I am used to measuring cost benefit and value for money. Measured in up front costs, Kevin will not be the cheapest, however measured in value for money Kevin represents exceptional value as your long-term portfolio will show.

richhawks1

One of those times in your life when you kick yourself for not doing it sooner. I went to Kevin over two years ago in my late 50’s with a notion of retiring in the next few years. After the initial consultation he produced a no obligation to proceed plan which included many practical recommendations. It was a bit of a wall to face at first but he helped me over it and now I have all my affairs optimised for the future. He has saved me a significant amount on monthly costs by clever arrangements without having to touch my lifestyle. As importantly I am now retiring and with a lot of confidence that it is the right time and sustainable. He is always there as a sounding board and will challenge when necessary and give an alternative perspective if needed. I wish I had gone to Kevin years ago but I am so glad I did when I did and know someone has my back financially across all my affairs, plans and left field enterprises. I couldn’t recommend Halcyon and Kevin highly enough. The best investment you will ever make.

Dav P.

I have been working with Kevin for more than 3 years now as he has been managing my pension fund. He is an extremely capable financial professional who always strives to provide the best possible service. Actively seeking out the most appropriate funds and platforms with regular reviews of my current financial situation. I would not hesitate to recommend his services to anyone.

Helen B.

Kevin has been my financial adviser for the past 6 or 7 years. He is highly professional, gives sound advice and is very knowledgeable but above all listens and responds to my particular issues and concerns. I feel he is genuinely committed to helping me achieve my personal as well as financial goals. I would definitely recommend him!

Bob G.

I have been with Kevin for 6 years since just before I retired at 65. Kevin consolidated my various pension pots into a single portfolio which has delivered a significant overall improved performance for me as a ‘cautious’ investor. Kevin has always dealt professionally and promptly with my enquiries and sometimes very patiently, particularly when he strongly advised against my interest in investing in bonds for a Solar Energy project. I’ve just googled the company; it was dissolved on 6th October 2020, say no more.
Robert Green; (Bolton)

Tom L.

We've been in good hands at Halcyon. Kevin went above and beyond to share his expertise and ensure we were comfortable every step of the way. Much appreciated and would very much recommend

Bruce H.

Kevin is an excellent adviser, who really gets to understand your financial position and your needs. Highly recommended.

Paul Y.

Friendly & personal support and advice tailored to meet our situation and objectives