Hk Wealth Managers Ltd

Independent Financial Adviser Forsyth House, Lomond Court, Castle Business Park, Stirling, FK9 4TU
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th October 2018
HK Wealth provide truly impartial lifestyle financial planning advice which 'changes peoples lives'.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Annuity purchase
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Garry Hale CFP, Dip PFS, Chartered Wealth Manager
Managing Director
Accreditations
Certified Financial Planner
Where to find us

Forsyth House, Lomond Court, Castle Business Park, Stirling, FK9 4TU

Contact us
About us

Why HK Wealth Managers Ltd?

* We can make the complex world of financial services understandable.
* A modern innovative approach to fee-based financial planning.
* Our clients like to come back to us each year.
* Please contact us to book an exploratory meeting and receive our Welcome Pack.

Our services

HK Wealth Managers provide clients with Lifestyle Financial Planning advice which changes lives. We provide:
- peace of mind
- make the complex world of financial services understandable
- help clients retire early
Visit our website and read our 'real' client testimonials where we have changed clients lives!

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

HK Wealth Managers Ltd is authorised and regulated by the Financial Conduct Authority.

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