Independent financial advice for your future

Contact Us

What we do

We're independent financial advisers in Dudley and a firm regulated by the Financial Conduct Authority under reference 788993

With over 20 years experience in financial advice we offer advice on pensions, investing and planning for retirement. 

If you are looking for some help with your pensions and future planning, contact us for an initial consultation at our expense and with no obligation on your part.

We are based in Wall Heath, Kingswinford with ample free parking nearby.

financial,adviser

Tim Veiro, Owner & Financial Adviser

Do you have enough for your retirement?

Our pension review service will provide you with the answer to this question. Here's what we'll do.

LET'S TALK

We will discuss any concerns you may have with your current situation and your retirement planning.

EXISTING ARRANGEMENTS

We will review your current pension plans and check they are fit for purpose.

CREATE A PLAN

Where required, provide you with a financial plan targeting your retirement goals.

How you will benefit

We want you to achieve your retirement goals.

Pensions organised
Goals sorted
Keeping you on track

I had lots of different pensions from various employers which in isolation looked quiet poor. Tim was able to put a cash value on these pensions which was in excess of my expectations. He then reinvested these funds in a flexible pension product which allows me to exercise the new pension freedom’s on my retirement.  So far so good I now know what my pension pot is worth and am emotionally reattached to the monies it represents. Tim has been professional and shown an in depth knowledge of the industry.

Richard Croxford, Swindon Staffs - Client Since December 2015

Get in touch

For a FREE initial consultation

01384 671947
First Floor Suffolk House, 16A High Street, Wall Heath, Kingswinford, DY6 0HB