Take Control of Your Financial Future with TKV Financial Management

Independent financial advice for people in Kingswinford and the surrounding areas, giving you clarity, peace of mind and a secure path towards the retirement you deserve.

Our Services

Pension advice

TKV specialises in pension advice, helping you maximise savings, navigate schemes, and utilise tax-efficient opportunities for a retirement strategy tailored to your needs.

Retirement planning

TKV specialises in tailored retirement plans, ensuring a secure future by optimising pensions, investments, and tax strategies to maximise income and preserve wealth.

Investment planning

TKV offers expert investment planning to align your goals with risk tolerance. We guide you in building a diversified portfolio for growth, income, and long-term success.

Cashflow modelling

At TKV, our cashflow modelling enables us to create powerful and engaging lifetime cashflow plans which will bring your financial situation to life, enabling you to make informed decisions about your future finances.

Expert Retirement Planning Advice

Our retirement planning service is designed to help you make the most of your retirement years, ensuring your finances are well-structured and future-ready.

Pension Consolidation

Simplify your retirement savings by consolidating multiple pensions into one manageable plan, tailored to meet your future goals.

Income Planning

Ensure a stable income throughout retirement by managing your assets and planning for any unexpected expenses.

Tax-Efficient Withdrawals

Maximise your pension pot with strategies that minimise tax impact on your retirement withdrawals.

Longevity Planning

Plan for the long term, ensuring your savings last as long as you do, taking into account inflation, health and lifestyle costs.

Success Stories

What do our client’s say…

Great service.

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I have been with Tim for nine years and he has given me advice that has helped build my retirement plan.

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Tim is always clear and easy to understand.

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I look forward to working with Tim in the future, and we we have every faith that he will do his best to help us achieve our goals.

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Nice to have someone local that I can talk to face to face when I need to. Also kept me up to date at every stage through secure messaging.

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I’ve dealt with Tim for over 8 years when I first retired and he helped me set up all my pensions even though there was only one left for him to look after he still went above and beyond I feel he’s more of a friend than my advisor.

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Tim has been more than an adviser. He gets to know people and their needs – nothing is too much for him. He is excellent.

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More than happy with Tim being my IFA.

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Tim has looked after my pension and finances since 2016 and has always provided clear and concise advice to help me make the right choices for me.

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Excellent service and advice, as is normal from Tim.

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It took me quite a while to make appointment to see Tim – my children kept nagging me to sort out my finances in readiness for retirement. I was clueless regarding my finances and pensions but as soon as I met Tim he put me at my ease and explained everything in a simplified way that I could understand. He has set things in motion ready for my retirement later this year and I feel a lot happier for his help and advice.

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Tim has always been honest and helpful I would recommend him to anyone.

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I would recommend Tim to anyone, he has a straight forward approach. He will only advise what is best for an individuals needs.

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Tim is always well prepared for our meetings and speaks plain English. If one of us (me) doesn’t quite get it, he’ll explain it in a different way until I can see what he means.

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Tim has been great if I had not met him don’t know what I would have done.

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Tim is very knowledgeable and passionate at what he does and has provided me with good advice over a number of years.

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Always a pleasure to deal with Tim

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I’ve recommended my advisor to several people and happy with all my dealings with him, well done..

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The survey above gives us the opportunity to agree totally with a simplistic way and concur that the whole ‘TKV’ experience is completely trustworthy and highly satisfactory. We could not be happier with the professional manner in which what could be a daunting experience has been handled from start to finish. Every aspect has been explained in such a clear way that we were completely aware of all options available. We have no reservations whatsoever about contacting ‘TKV’ at any time should we require any further advice – at any time, and we shall continue to do so in the future!!.

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I knew I needed to organise my pension pot and TKV did exactly that and gave me the confidence to think about my retirement!.

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I feel reassured knowing that Tim will look after all of my financial needs and support me with my future plans.

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Sorting out our life insurance was something we had put off for years. Tim made the whole process super easy and finally gave us the kick up the bum we needed to get everything in place. Fantastic service.

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I found working with Tim Veiro from TKV Financial Management very reassuring and I was at ease understanding everything Tim spoke about my pension planning. He did all the work at a nice gentle pace and advised me on what was happening at each stage. I would recommend Tim and TKV to anyone seeking retirement pensions planning. Very professionally organised, it was a pleasure to be guided throughout from start to finish by Tim.

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Tim was very helpful, took time to explain things that were sometimes a bit ‘over our head’ and came up with the perfect plan for our retirement.

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TKV Financial’s Benefits

Our Latest News

Spring, statement
Budget

Spring Statement Summary

26TH | MARCH | 2025 Economy The Office for Budget Responsibility (OBR) has halved the UK growth forecast for 2025 from 2% to 1%.

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Looking to speak to a financial adviser in Kingswinford?

Whether you’re about to retire or are planning for retirement in 10 years time, we are here to help.

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