Independent Financial Advisers and Pension Advice Specialists
We are based in Wall Heath, Kingswinford and provide independent financial advice to people in Dudley and the West Midlands.
Our principal financial adviser Tim Veiro has over 18 years experience in pensions and investments. Tim, knows about the challenges and issues people face when planning for retirement.
So you can be confident when seeking independent financial advice from us you will be speaking with a professional who will provide support, guidance and advice, where this is required.
We help you to retire properly
Who we work with
Serious about retirement
In your 40's or 50's and have aspirations to ensure your quality of life in retirement.
Running a business
You own a successful business and need to sort out your own retirement planning.
Nearing retirement
Advice on how to take money from your pension funds in a tax efficient way.
Taking care of your needs
As financial planners we listen to your goals and the ambitions you have for your retirement.
We work with you to help you understand the value of your pensions and the options you have for maximising growth and income for your retirement.
Whether you need pension advice on accessing tax free cash or wish to make sense of your existing pension arrangements by using our pension review service, we can help.
Meet Tim
Our Director and Independent Financial Adviser is a pension and investment specialist with over 18 years experience. Over the years his expertise and advice has been greatly valued by his clients which has enabled them to achieve their retirement dreams.
What our client's say
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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, 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, Lower Gornal, Client Since July 2013 -
Due to a combination of receiving inheritance and having retiring with a lump sum ‘pay out’, we found it necessary to seek professional financial advice as to the best course of action to move forward and plan for future affairs. From our initial meeting with Tim, his enthusiasm, professionalism and genuine interest in our affairs far exceeded our expectations. From that day onwards things have definately proved to us that this was the right decision. Tim clearly explained all options available to us throughout every stage of our consultations. From our experience, Tim obviously has the ability to listen to peoples’ needs and tailor his advice accordingly. All of his advice has proved invaluable and our financial future is certainly more structured.
Mark S, Wolverhampton, Client Since February 2015 -
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, 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