Why choose us?

Finding a financial planner that’s right for you can sometimes feel like finding a needle in a haystack. To help cut through the noise, here are some of the reasons why we’re valued by our clients – and why we might add value to your situation, too.
We focus on what’s important

It all starts with you. Our process revolves around identifying what matters the most, and what a happy, fulfilled future looks like. Knowing what you want out of life means we can always do what’s best for you and your family.

We build a plan around it

Once we know what’s important to you, we can create and (more importantly) adapt your plan around it. This means that your financial situation and growth is always aligned with your goals and objectives, no matter how life changes.

Committed to adding value

We exist to make a difference, and it’s important to us that our clients feel we can add value to their lives. We believe this so strongly that we’ll never ask you to commit to our services until you’ve experienced a sense of this value yourself.

Here for the long run

It’s not about a quick fix, and we don’t work on a transactional basis. Why? Because we believe in the power of partnerships. We aim to nurture long-term relationships with our clients, as that’s how we get the best outcomes.

Proud to be independent

Being trusted to look after our clients’ money is a big responsibility. As an independent firm, we have the freedom to recommend products from the whole financial market, meaning we can choose solutions that more closely fit each and every need.

Highly qualified

We don’t think qualifications are the be-all and end-all of financial planning, but they are a sign of our expertise. Kevin has achieved numerous industry certifications and has the life experience to advise on a wide range of circumstances.

Sustainability as standard

Financial planning is all about looking forward and thinking about tomorrow – and we want a future that’s just as bright for the generations that come after us.

That’s why we’re committed to an approach that incorporates ethical and sustainable investment practices as standard. That means proactively investing in initiatives that are working towards positive environmental and social change, and avoiding areas of controversial products or behaviours.

It’s more than just a box-checking exercise for us – it’s our principle, and we stand by it proudly. We hope that by taking this stance now, we can do our part to build a world in which our children and grandchildren can grow up to lead healthy, happy lives for years to come.

Did you know we come highly recommended?

We do! Just take a look at our 5-star reviews on VouchedFor to learn more about why people choose us.
Reviews and Ratings for Financial adviser Kevin Titmus, Bolton

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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