TIM VEIRO DipFA MLIBF
Financial Adviser / Director
Tim began his career in financial services in 1995. He is the owner of the firm and an independent financial adviser with over 18 years experience providing regulated financial advice.
Over the years his expertise and advice has helped his clients to achieve their financial and retirement goals. He is dedicated to providing a great service and obtaining the best possible outcomes for his clients; always acting in their best interests.
Outside of work, Tim loves spending time with his young family, holidays in the Canary Islands and enjoys keeping himself fit and healthy.
I've known Tim for many years and have always found him to be of excellent character and 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, Dudley - Client Since May 2013
Office Manager / Director
Helen spent the early 00’s travelling the world and lived in New Zealand and Australia for 15 months. On her return to the UK in 2003, Helen took up her former career as a Sales Administrator within the building supply sector until 2010.
Helen, spent the next 7 years as a full time Mom before taking up her role in the company. Helen is responsible for business operations and supporting Tim in providing a personal and efficient service to clients.