TKV Financial Management are a local firm of Independent Financial Advisers (IFAs) specialising in retirement and investment planning advice. Based in Wall Heath, Kingswinford we take care of the financial planning for clients across Dudley and the wider West Midlands area.
WHO WE WORK WITH
Our job is to understand your life's goals and to stay with you on your journey to achieving them. We do most of our work with three categories of people:
Focused on retirement
You are probably in your 40's or 50's and serious about planning your retirement on your terms. You need advice on how best to achieve your desired level of income and funds at retirement.
Getting back on track
You have lots of different pension plans and have lost track of them. You want to get your retirement planning back on track and are likely to benefit from our Pension Review service.
Ready to retire
You are ready to take your pension income and/or access some tax free cash from your pension pot. You need advice on the most tax efficient way to do this for your situation.
If you are any of the above, we can help.
✔ Regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register here.
✔ Here to help you make the right decisions about your savings, pensions and investments
✔ Independent using solutions from the whole market to best meet your needs
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