Pension and Investment Advice Specialists

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.

WE ARE

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

What our clients say...

To arrange a meeting call us on 01384 671947