Welcome to TKV Financial Management
Based in the village of Wall Health, Kingswinford we provide independent financial advice to people living in Dudley and the wider West Midlands area.
We use our extensive experience and knowledge in the area of pensions and investments to help people plan for a successful retirement.
Owner & Independent Financial Adviser
In a career spanning over 18 years our principal independent financial adviser and owner of the firm has a vast amount of experience advising on financial planning for retirement.
He is a pensions and investment specialist and loves working with clients learning about their retirement aspirations and putting strategies together to turn them into reality. He set up the firm to provide a quality advice service for people who need help planning and securing their financial future.
To find out how Tim can help you call today.
Who we work with
We typically work with people who:
Need a retirement plan
Likely to be in your 40's or 50's we will help you figure out your retirement goals and create a plan that is right for you. Our financial advice will help achieve a retirement on your own terms.
Have existing pensions
Use our Pension Review service designed to establish your financial position and kick start your retirement planning. We will check your old pension policies and provide advice on the best way forward.
Want to retire now
With so many retirement options available a poor decision could prove costly. We provide advice matched to your needs and can help you access your pension income in the most tax efficient way.
Some Of Our Testimonials
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, Client Since February 2015
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, Client Since May 2018
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, Client Since September 2013
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, Client Since July 2013
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, Dudley, Client Since February 2014