Tim's career in financial services began in 1995 with Birmingham Midshires Building Society.

Starting out as a financial adviser with Abbey National in 2001 he progressed his career with a move to the Halifax bank in 2003 where he spent 10 years.

In 2013, he left the bank to operate as a self employed adviser before setting up TKV Financial Management Ltd in 2017, where he is responsible for advising clients on their retirement and pension planning.

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Tim's entry here.

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You can click here to view Tim's.

When not working Tim enjoys staying fit and healthy and spending quality time with his young family.

01384 671947
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Helen is an experienced administrator having spent most of her working life in the building supply industry.  She had a career break in 2010 before taking up her position with the company in 2017.   

Helen is responsible for the administrative duties in the company and supports Tim in the delivery of an efficient service to clients.

01384 671947
Email Helen