Investment Planning in Dudley

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Make the most of your money

Investment planning starts with understanding what your aims are. It is then vital to establish what your attitude towards investment risk is and this is important for sensible investing.  We can help work out a level of risk that is right for you and your money and importantly advise you on a suitable investment approach.

Which arrangement is right for you

There are many types of savings and investment, each having different structures, tax treatments and implications to you as the investor.  Stocks & Shares ISAs, Cash ISAs, Deposit accounts, Gilts, Insurance Bonds, Endowments, Annuities, Unit Trusts, Investment Trusts, to name a few. We can discuss with you what your aims are and recommend suitable ways to help you achieve them.

Choosing the right investment approach

With thousands of funds to choose from, it can be an impossible task knowing which is the best solution for you. We can keep your portfolio up to date using our knowledge and experience and advise you on any relevant changes and invest in funds which we think will give you the chance of maximising your returns.

Investment Planning Review

Here at TKV Financial Management we can review your existing funds and lower the charges where possible. This could save you money each and every year.

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,  Solihull – Client Since February 2015

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