Kevin Titmus

What were the circumstances that caused you to initially look for an adviser?

In the past we had used another adviser but they never explained how things worked in an acceptable manner.

How has Kevin Titmus helped you?

We have been with Kevin for over 10 years now and in that time he has planned our future retirement needs perfectly explaining every step of the way and making the best choices for us with our investments.

Have you seen the outcome you were hoping for?

We are more than happy with our outcomes over the last 10 years the investments have progressed perfectly for us.All thanks to Kevin.

What could they have done better?

Nothing every meeting we have had over the years has always been professional and explained in language we as lay people could understand with great results

What were the circumstances that caused you to initially look for an adviser?

As a single parent with a disabled child I need to do all I can to provide some financial support for when I'm no longer here.

How has Kevin Titmus helped you?

Kevin has listened to my aspirations and created a portfolio designed to deliver, but also taken into account my hesitance to risk.

Have you seen the outcome you were hoping for?

Throughout the 2022 financial crisis Kevin, knowing the funds are ultimately for my daughter, managed my risk and thankfully the investments were protected, with my portfolio faring better than other family members investments.

Please provide a brief comment about your experience with Kevin

We've only had a preliminary meeting and a chat on the phone so it's early days but so far I'm happy ?

What were the circumstances that caused you to initially look for an adviser?

This is a follow up review. We have been with Kevin for almost 5 years now. Initial interest was retirement planning, pension management as well as a general financial health check.

How has Kevin Titmus helped you?

Kevin provided a whole life-cycle management proposal for our retirement years tailored to our needs and ambitions. He took a considerable amount of time to understand what we wanted from our retirement. Kevin will always take the time to explain 'how things actually work' in the financial markets. I had some questions relating to pensions funds with regard to the performance of stock market investments vs government bonds. After a thorough 10 minute explanation I had a clear view of what was happening and why it was happening. (Thank you).

Have you seen the outcome you were hoping for?

Yes. Kevin has also worked hard over the last few years to drive down the costs associated with our investments and we have seen a marked reduction in management fees.

Please provide a brief comment about your experience with Kevin

Kevin was very helpful and informative