Halcyon Financial Planning Ltd
20 Chorley New Road, Greater Manchester, United Kingdom
About Halcyon Financial Planning Ltd
Halcyon Financial Planning Ltd is a leading establishment in finance that has been serving the people of Bolton in the United Kingdom for many years. Our institution is located at 20 Chorley New Rd, Bolton BL1 4AP, and we are proud to be a point of interest for many individuals and businesses seeking reliable financial advice.
We understand that managing your finances can be a daunting task, which is why our team of experienced and highly trained professionals are here to help guide you every step of the way. From planning for your future to managing your investments, we offer a wide range of services that are designed to help you achieve your financial goals.
At Halcyon Financial Planning Ltd, we believe that transparency and trust are essential in developing long-lasting relationships with our clients. That's why we take the time to get to know you, your financial situation, and your goals, so we can provide you with the personalized advice and support you need.
Whether you're just starting out on your financial journey or looking to make some changes to your existing plan, Halcyon Financial Planning Ltd is here to help. Contact us today to schedule a consultation and find out how we can help you achieve financial success.
Photos of Halcyon Financial Planning Ltd
20 Chorley New Rd, Bolton BL1 4AP, United Kingdom
Opening hours of Halcyon Financial Planning Ltd
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Halcyon Financial Planning Ltd
"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"
"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)"
"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!"
"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."
"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."
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