Forsyth House,
Lomond Court
Castle Business Park
Stirling, FK9 4TU
Tel: 01786 431760
Fax: 01786 431747

Email :
info@hkwm.co.uk

 


Who is HK Wealth Managers Ltd?

HK Wealth Managers Ltd is an innovative forward thinking company specialising in providing truly independent financial advice. Our advisers, Frank Kelly and Garry Hale, jointly have over 40 years financial services industry experience enabling them to deal with you on a professional level. Both advisers are also controlling directors of the business and work very closely to ensure our high standards of service and client satisfaction are always fulfilled.

We operate from quality office accommodation within the Castle Business Park in the City of Stirling. We have ample meeting and conference facilities on site along with easy parking access.

Our Team

Frank Kelly FCII, FLIA, MLIA(dip) - Profile
Garry Hale MLIA(dip), FPC - Profile


Why should I use HK Wealth Managers Ltd?

Innovation: HK Wealth Managers Ltd has developed an innovative forward thinking approach to financial planning which ensures our clients' needs are our number one priority.

Professionalism: Our advisers have the necessary skills and knowledge to assure you that your finances will be well looked after. Membership and authorisation by the appropriate financial services bodies demonstrate our professional commitment to the industry and our ongoing continual personal development.

Service: We pride ourselves on the greatest level of personal service and attention we provide our clients. We will ensure you fully understand our services and what we are doing on your behalf and we will always do what we say we will do on time. We are committed to dealing with our clients with the integrity to establish and build a long-term and trusting relationship.



‘HK Wealth Managers Ltd is Authorised and Regulated by The Financial Services Authority’ ’

Copyright 2002 HK Wealth Managers Ltd, All rights reserved.
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