WHAT WE DO...

We are independent financial advisers based in Wall Heath, Kingswinford and offer a variety of financial planning services for people across the West Midlands including

PENSION REVIEW

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

RETIREMENT PLANNING

We will help you figure out what you need for your retirement and show you how you can get there successfully.

NEARING RETIREMENT

Ready to take your pension benefits, we will help you navigate the options and advise you on the best one for your circumstances.

INVESTMENT PLANNING

Adopting an investment approach that suits your attitude to risk to meet your retirement planning goals.

CASHFLOW FORECASTING

Seeing a picture of your future finances means you can plan your future with confidence.

PROTECTION

A comprehensive protection planning service insuring the things that matter most to you.

WE SCORE HIGHLY WITH OUR CLIENTS

Our average client satisfaction score out of 10

9.75

WHAT THEY SAY...

What are our clients saying about us?

Local Financial Adviser for all your financial planning needs

From pensions, savings and investments, we have it covered.

ABOUT US

Here are 3 reasons why people choose to work with us and are happy recommending our services to their friends, colleagues and family members.

LOCAL

The majority of our clients live and work in the Kingswinford and Dudley area.  We are a local business and here for when you need us.

EXPERIENCED

Our Financial Adviser Tim Veiro has over 18 years experience advising clients in the area of pensions and investments.

REGULATED

You can be rest assured that we are regulated by the Financial Conduct Authority (FCA) and you can find our entry on the FCA register here.

WE MAKE THE COMPLEX SIMPLE

GET IN TOUCH...

To arrange a free consultation, send us a message.

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.