What areas do you advise in?
We provide advice on pensions, savings, investments and insurance.
What are your fees?
We charge a fee for our advice work. Our fees are explained at our initial meeting and agreed prior to starting any work. We will confirm the fee 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. (Right now, this is by telephone or videocall, we are happy to use Zoom, Google Meet, MS Teams or WhatsApp Video).
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.
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.
Are you Independent?
Yes, this means we have complete flexibility in how we can access solutions for your circumstances. We work on your behalf and in your best interests and no one else's.
Are you Regulated?
TKV Financial Management Ltd is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). You can find our entry on the FCA register here.