Welcome to TKV Financial Management
We are Independent Financial Advisers in Kingswinford providing independent financial advice in Dudley and the West Midlands. Our expertise is helping people plan for a successful retirement by using a number of strategies tailored to meet your goals.
Will you have enough money to enjoy the retirement you want?
Fill in the pension review form below to find out what we can do for you.
We have been providing financial planning advice for many years helping hard working individuals and business owners achieve their retirement plans. It is our expertise and skill which will help you achieve your financial planning goals.
We believe a good retirement plan starts with having a full understanding of your circumstances and goals. Once we know about your ideal retirement we can give you an idea of how much money you will need to pay for it.
We Check Your Pension
With the introduction of pension freedoms in 2015, it is more important than ever to check your pensions to make sure that they remain fit for purpose and can provide you with the retirement you deserve.
As an independent financial planning firm we help you identify your retirement goals and use the most cost effective solutions from the whole of the market to best meet your specific needs. Saving you money and providing you with reassurance and peace of mind.
Do you fall into one or more of these categories and need expert financial advice?
I am self employed
You are likely to be in your 40's or 50's and serious about saving for your future. Our regulated independent financial advice will help achieve a retirement on your own terms.
I want to retire now
With so many retirement options available a poor decision could prove costly. Whether you are looking for income or tax free cash, we provide advice matched to your needs.
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
Owner & Independent Financial Adviser
Our principal independent financial adviser near me and owner of the firm has advised 100's of people on financial planning for retirement in a career spanning over 18 years.
He is a pensions expert and loves working with clients learning about their retirement aspirations and putting strategies together to turn them into reality.
To start your retirement journey complete the form below to complete your pension review or call us today.
REQUEST YOUR PENSION REVIEW TODAY
Do you have the right pension plans for your needs?
Key benefits of a pension review
✔ Combine your different pensions into one plan
✔ Ability to drawdown on your pension funds to suit your needs
✔ Reduced charges resulting in more of your money invested
✔ Improved investment returns
✔ Having an investment risk that is right for you