Hk Wealth Managers Ltd

Independent Financial Adviser  Forsyth House, Stirling, FK9 4TU
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FCA authorised
Last authorised 22nd February 2021
HK Wealth provide truly impartial lifestyle financial planning advice which 'changes peoples lives'.
We can advise you on
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Annuity purchase
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MR Garry Hale CFP, Dip PFS, Chartered Wealth Manager
Managing Director
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!

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

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

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