Local Financial Adviser helping people in Dudley and beyond plan for retirement

We make the complex simple

Having spent the last 19 years advising clients on their pension and investment plans, our financial adviser Tim Veiro understands the challenges people face when it comes to financial planning.

Tim, is an experienced financial adviser who's area of expertise is helping people plan and invest for a successful retirement.

Based in Kingswinford, our independent financial adviser is available across Dudley and the West Midlands.

If you are hoping to retire on your own terms and need help with this, contact us for a FREE initial consultation; we are happy to assist you.

financial adviser

WHAT DO OUR CLIENT'S SAY

 A financial advisory service for a secure future

Expert independent financial advice on pensions, investments and insurances. Tailored solutions for each and every client.

RETIREMENT PLANNING

A review of your pension arrangements to ensure you achieve the retirement you desire.

FINANCIAL PLANNING

We will put you in control of when and how you retire.

SAVINGS & INVESTMENTS

Investments that are suited to your retirement and financial planning goals.

LOOKING FOR AN INDEPENDENT FINANCIAL ADVISER IN KINGSWINFORD

Reasons to contact us

LOCAL

Based in Wall Heath in Kingswinford it won't cost you anything to find out if we can help you.

EXPERIENCED

More than 18 years experience in financial advice in the area of pensions and investments.

FCA REGULATED

We are regulated by the Financial Conduct Authority (FCA).  You can find our entry on the FCA register here.

CONTACT US TODAY FOR ADVICE

Initial consultation at our expense

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998.  By submitting your details you are confirming that you understand and accept our privacy policy which can be found here.