HK Wealth Managers

At HK Wealth, we pride ourselves on providing exceptional financial planning and wealth management services to individuals and businesses in the Stirling area and beyond. Our team is dedicated to helping our clients achieve their financial goals, ensuring they have a secure and prosperous financial future.

Our Origins

HK Wealth was founded in 2001 by managing director, Garry Hale, who has over 30 years of experience in the financial services industry. Garry's expertise in wealth management and financial planning has earned him a reputation as one of the best-qualified independent financial advisors in Scotland. His commitment to providing exceptional client service has been recognized as a non-executive director of the Personal Finance Society (PFS) and his appointment as President of the PFS.

Our Approach

At HK Wealth, we believe that building trust is the foundation of a successful financial planning business. We take the time to understand our clients' unique financial situations, goals, and aspirations, and provide personalized advice and guidance to help them achieve their objectives. Our team is committed to delivering exceptional service, ensuring that our clients feel valued, informed, and supported throughout their financial journey.

Our Services

We offer a wide range of financial planning and wealth management services, including:

• Lifestyle financial planning: We help our clients achieve their desired lifestyle, whether that's securing early retirement, planning for the life they want, or enjoying their lifestyle.
• Investment planning: We provide expert guidance on investment strategies to help our clients grow their wealth and achieve their financial goals.
• Retirement planning: We help our clients plan for retirement, ensuring they have a secure financial future and can enjoy their hard-earned retirement.
• Divorce or separation: We understand that divorce or separation can be a challenging time, and we're here to provide expert financial guidance to help individuals navigate this difficult period.
• Building a business: We help business owners achieve their financial goals, securing their financial future and ensuring they can continue to grow their business.

Our Values

At HK Wealth, we're committed to the traditional local virtues of straight talking and common sense. We believe in providing expert financial advice that is tailored to our clients' unique needs, and we're committed to building long-term relationships with our clients.

Getting in Touch

If you're interested in learning more about our financial planning and wealth management services, we'd be delighted to schedule a meeting to discuss how we can help you achieve your financial goals. Simply call us on 01786 431760 or email us at getintouch@hkwealth.co.uk.