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.

Tax-efficient investment advice

At TKV, we offer tax-efficient investment advice, helping you maximise wealth through ISAs, pensions, and schemes that reduce tax, aligning with your financial goals.

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…

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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Have known Tim and TKV for a number of years and can only say their proffesional stance throughout all conversations, data, processes and procedures is truely outstanding. To the extent I have mentioned this Companies name to colleagues I have worked with for many years. Because the total output from TKV with regards to my financial position I feel safe and secure with my future. Without TKV’s support I know my retirement would be different. Thank you TKV, a great Company.

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I cannot speak highly enough of my adviser, a very thorough & likeable person.

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Tim was patient, very helpful and astute when dealing with my needs. Would definitely recommend.

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The whole experience has so far been very good and seamless.

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Would willingly recommend TKV to anyone.

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Very concise and prompt service.

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Tim provided a thorough and detailed plan for our retirement. We were very happy with all aspects of the process and would not hesitate to recommend Tim to friends and family.

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Very happy with the service I receive and rely on Tim to advise me on the appropriate financial decisions.

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Pleased I met Tim to help with my future financial planning.

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Tim is very conscientious and understands our needs.

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Tim’s advice is always of sound quality and we feel extremely confident that we are receiving the best possible advice.

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TKV Financial’s Benefits

Our Latest News

pension

Understanding the new state pension

The UK new state pension, introduced in April 2016, replaced the previous basic state pension system and additional state pension schemes (such

November 26, 2024 No Comments

Retirement

How to use your pension pot?

Planning for retirement involves not only accumulating savings but also strategically using those savings to provide income throughout your retirement years. For

November 11, 2024 No Comments

Budget

Autumn Budget 2024

Summary of the Chancellor’s autumn budget 30th October 2024 Taxes National Insurance contributions for employers will increase from 13.8% to 15% from

October 31, 2024 No Comments

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.