Are you Regulated?
Yes, by the Financial Conduct Authority (FCA). This provides you with valuable benefits, such as access to the Financial Ombudsman Scheme (FOS) and the Financial Services Compensation Scheme (FSCS). You can find our entry on the FCA register here.
Are you Independent?
Yes, this means we have complete flexibility in how we can access solutions for your individual circumstances. We work on your behalf and in your best interests, at all times.
What areas do you advise in?
Most of our work is in pensions and investments helping people plan for retirement. We also advise on protection products such as life and critical illness insurance, income protection and buildings and contents insurance.
Do you provide me with advice at the initial consultation?
No. This is a get to know you meeting and is an opportunity for us to learn about your requirements and for you to find out more about us. If we are happy with each other we can progress into the advice process; which you can read more about here.
What is the cost of the first meeting?
We don't charge for this meeting. Our advice fees are explained at this meeting and agreed prior to starting any work. We confirm our fees in writing as part of our client engagement.
Where are the meetings held?
At our office in Wall Heath, Kingswinford. Free parking is available nearby.
Do you provide evening and weekend meetings?
Yes, we are happy to meet early evening and offer Saturday morning appointments when necessary.
What should I bring to the initial meeting?
Anything that you feel is relevant to your enquiry. Typically, this would include a recent pension and investment statement.
Who is the Sense Network?
TKV Financial Management is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. We chose to work with Sense because they are committed to adviser independence and Sense's beliefs and values matched our own. Sense provide us with the compliance support and expertise we need in order to give quality independent financial advice. For more information on Sense click here.
Find out how we can help you