Your financial partner for life

Financial planning services for the people of Greater Manchester and the surrounding areas.
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Who we are

We believe that a life well-lived is a life that’s rich with memories, experiences and loved ones – not just money. We also believe that everyone deserves the opportunity to enjoy the moments that truly matter, regardless of any curveballs that may be thrown in along the way.

Through highly personal, sustainably-focused financial planning we help people identify their perfect life, and set them on a path to achieving it. We take care of the money stuff, so all you have to do is look forward to a secure financial future for you and your family.

The word ‘halcyon’, our namesake, is used to describe a time of idyllic peace and prosperity. So let’s plan your halcyon days, together.

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Reviews and Ratings for Financial adviser Kevin Titmus, Bolton

Who you are

If it matters to you, it matters to us – and we want to be able to make a real difference to our clients’ lives. We work particularly well with those who are…

Client stories

Want to see the power of financial planning up close? Just take a look at what some of our clients have to say.

Neil, Stockport

As a business owner, Neil was looking for an independent take on his financial situation and a plan for the future. Here’s his story. Read more

Toni, Hyde

Having spent her working life dutifully saving into a pension, Toni wanted to ensure she could get the most out of her money in her retirement and truly enjoy this period. Read her story. Read more

Andy, Stockport

Andy initially came to us looking for help with transferring his DB pension. He ended up gaining a whole lot more. Read his story. Read more

Chris, Edinburgh

As a business coach, Chris knows better than most the value of a robust plan! Together we’ve helped set him on a path to his ideal retirement – here’s how. Read more

Dave, Preston

Dave initially came to us for help in organising his various pension pots and was surprised to learn just how much of a difference a financial plan could make to his future. Here’s his story. Read more

Paul, Timperley

As someone who spends a great deal of time travelling internationally for work, Paul had dreams of seeing the world with his wife in their retirement – on their terms. Read his story. Read more

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