Halcyon Financial Planning Ltd: FCA regulated?

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 8 years
Your funds are protected by FSCS
No FCA actions
Active company since 2018
Accounts filed up to 31 March 2026

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Website

halcyonfinancialplanning.co.uk (opens in a new tab)
Phone number

01204 588000
Address

Halcyon House, 20 Chorley New Road, Bolton, Greater Manchester, BL1 4AP, United Kingdom

In the full report: 3 background checks

When halcyonfinancialplanning.co.uk first appeared online, and whether it can receive email
What kind of line 01204 588000 is
Who else gives the postcode BL1 4AP

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Advise on or arrange mortgages FSCS may apply
Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
Lend or arrange credit No FSCS cover
Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (11 permissions)

Acting as a CBTL advisor
Acting as a CBTL arranger
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Advising on regulated mortgage contracts
Arranging (bringing about) deals in investments
Arranging (bringing about) regulated mortgage contracts
Credit Broking
Debt-counselling
Making arrangements with a view to regulated mortgage contracts
Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: 11229293 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 28 February 2018 (8 years old)
Registered office: 20 Chorley New Road, Bolton, BL1 4AP, England
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Kevin Alan Titmus	Director	Aug 1977	28 Feb 2018	None
Kerry Ann Titmus	Director	Oct 1979	1 Apr 2026	None

In the full report: every company its directors have run

Confirmation that these 2 directors run no other company

Filed accounts and finances

Year to 31 March 2026Micro-entity accountsNot audited

Net assets

£16.5k

−56% from £37.4k

Employees (average)

3

+50% from 2

Owed within a year

£41.2k

+43% from £28.8k

Assets and liabilities

In the full report: all 7 years of accounts

Every year from 2020 to 2026
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 11229293. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Halcyon Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (4) All events (8)

2018

1 October 2018

Regulated by the FCA from this date
Became authorised by the FCA

FCA register

28 February 2018

Incorporated at Companies House
Kevin Alan Titmus took control (75–100% of shares)

Companies House

In the full report: all 8 events

All 8 events in its history (4 shown here)
Every director appointment and resignation: 2

Firms connected to Halcyon Financial Planning

Other FCA-listed firms that share a director, phone number or address with Halcyon Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.

connected firm: 1
share its postcode: 1

In the full report: the connected firm, named

How it is linked: the same postcode (1)
Who links it to this firm: the named directors, with dates

Firms like Halcyon Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Bolton

Chancellor Financial Management LimitedBoltonAuthorised Dharmea Financial Planning LtdBoltonAuthorised Gail Renshaw Independent Financial AdviserBoltonAuthorised K3 Deal Advisory Capital Markets LimitedBoltonAuthorised Prestige Specialist Independent Financial Advice LtdBoltonAuthorised Proact Financial (Bolton) LimitedBoltonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Halcyon Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

Every company its directors have run, named
3 background checks on its contact details
7 years of accounts, charted
All 8 events in its history
1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Halcyon Financial Planning Ltd FCA authorised?

Yes, Halcyon Financial Planning Ltd (FRN 805570) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2018 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Halcyon Financial Planning’s phone number and website?

The FCA register lists the phone number 01204 588000 and the website halcyonfinancialplanning.co.uk for Halcyon Financial Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Halcyon Financial Planning a scam or clone?

Halcyon Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Halcyon Financial Planning?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Halcyon Financial Planning to the Financial Ombudsman Service, free of charge.

Who owns Halcyon Financial Planning?

Companies House lists one person with significant control of Halcyon Financial Planning: Mr Kevin Alan Titmus (75–100% of shares).

Who runs Halcyon Financial Planning?

Companies House lists 2 directors of Halcyon Financial Planning: Kevin Alan Titmus and Kerry Ann Titmus.

How long has Halcyon Financial Planning been in business?

The company was formed on 28 February 2018, and has held its current FCA authorisation since October 2018.

What do Halcyon Financial Planning’s latest accounts show?

Its latest accounts, to 31 March 2026, show net assets of £16.5k (−56% from £37.4k).