Helping you take control of your financial future

Independent Financial Advice

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 planning and investing for the future.

Tim, is an experienced adviser who's area of expertise is helping people invest and plan for a successful retirement.  If you are hoping to retire on your own terms and need help with this, then get in touch we are happy to assist you.

Based in Kingswinford, our independent advice service is available across Dudley and the West Midlands and we provide an initial consultation at our expense.

financial adviser in kingswinford

WHAT WE DO

We provide independent financial advice on pensions, investments and insurances.

PENSION REVIEW

A full review of your pension arrangements to ensure you are on track to achieve the retirement you desire.

FINANCIAL PLANNING

We will help you figure out what you need for your retirement and put you in control of when and how you retire.

INVESTMENT PLANNING

Choosing an investment approach that suits your attitude to risk to meet your retirement and financial planning goals.

WHAT DO OUR CLIENT'S SAY

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.