We are Independent Financial Advisers (IFAs) specialising in retirement and investment planning advice. Based in Wall Heath, Kingswinford, we help people across Dudley and the wider West Midlands area plan for a successful retirement.
Independent Financial Adviser & Owner
Tim is our principal adviser and owner of the firm. He has advised on pensions and investments since 2001 and set up TKV Financial Management to provide a reliable independent financial advice service. Clients can be rest assured that they will receive the best advice and a high level of service and attention; at all times.
Self Employed or a Business Owner?
You are focused and serious about planning your retirement on your own terms. Probably, in your 40's or 50's you are now looking to start saving and investing, maybe for the first time to build funds for retirement.
Looking to get back on track?
You have had several employers and have ended up with pensions that you are no longer paying in to. You may even have lost track of them. You would like to reconnect with these funds to kick start your retirement planning. You are likely to benefit from our Pension Review service.
Ready to retire?
You are planning to take your pension income and/or take some or all of your tax free cash from your pension pot. You may want to repay your mortgage, complete home improvements or to fund that holiday of a lifetime. You need help understanding all of the retirement options available and independent advice.
WHAT WE DO
If you are any of the above we can help.
At TKV our job is to understand your aspirations and financial goals and to provide tailored advice to enable you to achieve your retirement plans. We will work with you throughout your planning journey with ongoing advice, guidance and support.
We offer independent financial advice and are highly recommended
Tim is an excellent financial advisor. His advice has helped my investments far outperform my expectations. Today we had our first meeting over an instant messaging social media application, this has to be the way forward as it’s a flexible approach to conducting meetings. Well done Tim 👍Leon J, Software Engineer, Solihull
Met this very clever man who made me look at life differently. Creating a future not just living for today. Meeting up with Tim makes you open your eyes. He manages my pension and cares about your dreams to make them a reality.Wyonnie E, Tamworth
I had a private pension not working for me and an old works pension that was frozen. Tim put them both together and got them working for me. It is working well, just wish I met Tim 20 years ago. He is doing a great job. Tim has been my adviser for 4 years and my pension has increased by almost 50%. Thanks Tim.Janice P, Call Centre Operative, Birmingham
I’ve known Tim for many years and have always found him to be of excellent character and extremely knowledgeable about his profession. Tim has recently advised me on my pension fund and has done so in a timely and professional manner, has kept me up to date throughout the process and I feel I can contact him directly at anytime with any questions I may have. I am 100% happy with the service received.David C, Senior Care, Lower Gornal
Our previous Financial Adviser had not been in contact for several years. Tim reviewed the policies we had, provided sound advice and explained our options in a clear and concise way. He understood our future plans and attitude to risk. We are now able to see exactly what we have now everything is together on one platform.Linda & Derek A, Civil Servant & Business Owner, Swindon