Hk Wealth Managers Ltd

Independent Financial Adviser  Forsyth House, Edinburgh, EH2 3ES
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FCA authorised
Last authorised 1st March 2021
HK Wealth provide clients with Professional Impartial Lifestyle Financial Planning...that changes peoples lives!
We can advise you on
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Annuity purchase
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Pension consolidation
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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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Corporate pension
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Long term care
Meet our advisers
MR Garry Hale CFP, Dip PFS, Chartered MCSI
Managing Director, Chartered Wealth Manager, Certified Financial Planner
About us

Why HK Wealth?

* 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 for a review each year.
* Please contact us to book an exploratory meeting and receive our welcome pack.

Garry is one of the best qualified independent financial adviser's in Scotland holding the prestigious Certified Financial Planner and Chartered Wealth Manager title's.

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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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Forsyth House, 93 George Street, Edinburgh, EH2 3ES

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