Kevin Titmus
Halcyon Financial Planning Ltd
Minimum savings/pensions: Over £250,000
Minimum mortgage: Over £250,000
0330 038 8942
Based in Bolton
View locationChecks carried out by VouchedFor
FCA Regulated
Kevin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 July 2025
Kevin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Kevin has not received any client reviews in the past 12 months
Kevin has not received any reviews in the last 12 months
Kevin has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kevin has not yet added their fees to their profile
Fees not yet added
Kevin has not yet added their fees to their profile
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 13 first impressions)
100% of users who are not yet clients had a positive first experience with Kevin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 13 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Kevin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 July 2025
Kevin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Kevin has not received any client reviews in the past 12 months
Kevin has not received any reviews in the last 12 months
Kevin has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Kevin has not yet added their fees to their profile
Fees not yet added
Kevin has not yet added their fees to their profile
13
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 13 first impressions)
100% of users who are not yet clients had a positive first experience with Kevin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 13 first impressions)
I created Halcyon Financial Planning out of a burning desire to bring an alternative approach to financial advice, having seen first hand the impact of failing to make proper preparations for the future. • Our mission is to help our clientele identify and then achieve their perfect life, no matter what curve balls may be thrown in along the way. • We do this by identifying what's really important on an individual level and then creating and (more importantly) adapting a bespoke financial plan throughout the course of your life. • Ultimately, we take care of "the money stuff" allowing you to go about living life to the fullest, safe in the knowledge that your financial affairs are in perfect working order for you and your family. As you'd expect, we're completely independent and have the experience (25+ years) and qualifications (investments, mortgages, pension specialisation etc. etc.) to bring true value to our client relationships. We only work with people we believe we can really help and fees only become payable once you have experienced the difference we can make. If you don't feel that sufficient value has been added, then don't pay us. It's that simple! Our approach is not for everyone as we do not offer a transactional service and are only interested in long term relationships. For those that do share our values however, we are extremely honoured to provide our services and even more so in the strength of our client reviews.
Offers available through VouchedFor
Contact Kevin through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Kevin's clients
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Adviser Disclaimer
Here at Halcyon Financial Planning we truly believe ourselves to be different from traditional advice firms and are proud of our alternative approach. Our clients tell us that having experienced the full lifestyle planning service we offer that they would not want to go back to traditional advice as it focuses on products not people. We promise to only ever focus on the things that really matter. You and your life goals.