Find a Financial Advisor in Wolverhampton

At TKV Financial Management we have established ourselves in the local area as trusted independent financial advisers. With 21 years experience in pensions and retirement planning advice we know the challenges and issues faced by people when it comes to pensions and planning the income they need in retirement. You can be reassured that you're speaking to a professional person who will offer help and guidance and independent financial advice where required.

We are a dedicated specialist mortgage brokerage. We work with your everyday mortgages through to your specialist mortgages. We pride ourselves on completing mortgages where the high street banks can’t. We have access to a group of specialist lenders. No matter what adverse you have we have highly trained brokers who know their lenders criteria like no other. If you have been declined by your bank or feel you can’t get a mortgage or are completely new to mortgages and need guidance throughout the process.

As an Independent Financial Adviser, I deliver jargon free, whole of market advice. I am qualified and authorised to provide regulated financial advice on: - pensions and retirement planning - investments - mortgages - protection - inheritance tax planning - equity release - later life planning and long term care Throughout the past 12 months I have continued to provide a 5 star service to both new and existing clients.

My name is James Paul, I am a diploma qualified financial advisor and Partner at True Potential Wealth Management. (FCA Number - 529810) My career began over 15 years ago and during my time at RBS and Santander (ex- Alliance & Leicester). As an Independent adviser I helped many individuals and their families define and aim for their financial goals. This experience has enabled me to gain a wealth of knowledge and expertise.

Offering personalised advice that is tailored to your individual circumstances and financial objectives, I am proud to have built many long-lasting relationships over the last 20+ years in the industry. Financial planning is complex, but that doesn’t mean it has to be difficult. I am personally committed to ensuring you feel comfortable, informed, and supported at each stage of your financial planning journey.

My business provides basic and advanced solutions for clients want to write or update their Will and Estate Planning. I can provide guidance over the phone or in the form or printed information about the services I can proved. I operate face to face or remotely. I also operate as a Financial Planner with Sandringham Financial Partners Ltd a National Independent advice firm with 180 advisers.

With over 20 years industry experience through the highs and lows of the mortgage market, we are confident that we can deliver the very best products and services to our clients. We offer a FREE home visit to discuss your requirements in more detail. We pride ourselves on exceeding our customer’s expectations in finding the best rates, service, and options for a mortgage that’s right for you.