HomeLocationFinancial Services in Halesowen, UK

Financial Services in Halesowen, UK

Brief Overview

Halesowen is a bustling town in the West Midlands, known for its rich history and strong connections to the manufacturing industry. The town offers various opportunities for financial services, such as investment and wealth management. Thanks to its strong industrial base and thriving retail sector, Halesowen is a prime location for financial services such as pension planning and tax-efficient investments.

Financial services in Halesowen

TKV Financial Management offers a comprehensive range of financial advisory services in Halesowen. We specialise in pension advice, helping you maximise your retirement savings and navigate pension schemes with tax-efficient strategies. Our retirement planning services are tailored to secure your future by optimising pensions, investments, and tax strategies. We also provide expert investment planning to align your financial goals with a diversified portfolio for long-term success. Additionally, we offer tax-efficient investment advice through ISAs, pensions, and other schemes to help you achieve your financial objectives.

About Halesowen

The economy of Halesowen is powered by key industries like manufacturing, retail, and professional services. This creates a vibrant environment for financial strategies, such as investment planning and retirement advice tailored to local businesses. The property market in Halesowen is also thriving, offering excellent opportunities for both residential and commercial investments.

Church Lane, Halesowen by Stephen McKay, CC BY-SA 2.0 , via Wikimedia Commons

Our Services in Halesowen

From pension advice to retirement planning, our experienced advisers work with you to create personalised solutions that suit your individual needs. 

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.

For expert financial advice in Halesowen contact our team at TKV Financial Management

Get in touch today for a FREE consultation.

Phone

01384 671947

Address

1st Floor Suffolk House, 16A High Street, Wall Heath, Kingswinford, DY6 0HB

Email

contact@tkvfm.co.uk

Or, complete the form to make your enquiry

Contact Form

Business Hours

Mon:
Tue:
Wed:
Thu:
Fri:

12:00 – 19:00
09:00 – 17:30
09:00 – 17:30
09:30 – 18:00
09:00 – 16:00

FAQ

Q: How far is TKV from Halesowen?

A: TKV Financial Management is located approximately 10 miles from Halesowen. To reach us, take the A458, and the journey typically takes around 20 minutes, depending on traffic.

Q: What financial advice services are available to residents of Halesowen?

A: Residents of Halesowen can access a variety of services, including pension advice, retirement planning, investment strategies, and inheritance tax planning. Our team provides personalised advice to meet your financial goals.

Q: Do you offer free consultations in Halesowen?

A: Yes, we offer a free 40-minute consultation for new clients in Halesowen, where we discuss your financial needs and explain how we can help.

Q: Can I get remote financial advice if I am in Halesowen?

A: Yes, we provide remote consultations via phone or video, ensuring that you receive expert advice from the comfort of your home in Halesowen.