Our business is about helping people plan for their future giving them assurance and financial peace of mind.
Tim is the founder of the firm and started in financial services back in 1995. He first qualified as a financial adviser in 2001 and spent the first part of his career advising for a major high street bank. In 2013, he took voluntary redundancy and left the employment of the bank to work on a self employed basis. This led to him setting up and operating under his own firm TKV Financial Management in October 2017. Tim specialises in pensions and investments and is very experienced and diligent with the advice he provides to clients.
Tim is a highly qualified adviser having attained the Level 4 Diploma for Financial Advisers qualification from the London Institute of Banking and Finance.
All advisers must have an up-to-date Statement of Professional Standing (SPS). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Tim’s.
Helen is responsible for the administrative duties in the company and supports Tim in delivering for our clients.
Before joining the firm, 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. She spent the next 7 years as a full time Mom before taking up her role in the company.
LOOKING FOR AN INDEPENDENT FINANCIAL ADVISER IN KINGSWINFORD
Reasons to contact us
WHAT DO OUR CLIENT'S SAY
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