TIM VEIRO DipFA MLIBF
Independent Financial Adviser
Tim is a very experienced independent financial adviser. He started his career in financial services in the mid 90's and has advised on pensions and investments since 2001. He is the owner of the firm and enjoys helping people achieve their financial goals and future retirement aspirations. He specialises in retirement planning advice.
Outside of work, Tim enjoys spending time with his young family, holidays in the Canary Islands and keeps himself fit and healthy.
Tim holds the Level 4 Diploma for Financial Advisers qualification and holds a Statement of Professional Standing which you can view here. This demonstrates commitment to his ongoing professionalism and compliance in maintaining the highest level of ethical standards.
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
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 takes care of the paperwork and administrative duties for the company.