Financial Planning in Dudley

Some of the main motivations for seeking advice are around planning for the future and safeguarding your money. These decisions can be complex and have a significant impact on you or your loved ones – so expert advice can have a significant long-term benefit.

  • You’re thinking about retirement
  • You’ve inherited some money
  • There’s been a change in your circumstances – whether that’s redundancy, illness, divorce or bereavement
  • You want to make sure you’re getting the most out of your money by being tax efficient
  • You’re looking for peace of mind that your finances are being looked after
  • You want to be in control of sharing or passing on as much as possible to your loved ones

Building a financial plan

Is all about us taking time to understand what is important to you and working with your priorities.  It might involve putting appropriate wills in place to protect your family, thinking about how your family will manage without your income should you fall ill or die prematurely or spending money differently.  It involves thinking about all of these things which for many can be a challenge.  Our financial planning services will create a plan that is right for you.

Protecting what matters the most to you

Whether it is your life, health, income, property we can ensure you are protecting the things that matter the most to you.  We can review your insurance products to ensure you are not paying more than you need to and look at ways to save you money over the years.  Having the right cover at the right price gives you peace of mind.

Arrange your financial review

Here at TKV Financial Management can offer a full review of your existing financial arrangements to make sure that they are still relevant to your circumstances and we can work with you to help ensure your investments can deliver your goals throughout your lifetime.  Seeing a picture of the future is a great way to make sure you are confident in the future.

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 definitely 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

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