HK Wealth Managers Ltd

HK Wealth Managers Ltd (HKWM) was established in 2001 to provide a specialist lifestyle financial planning service to a select number of individuals. We are an innovative forward thinking company specialising in providing truly independent financial advice.

Our advisers, Frank Kelly and Garry Hale, jointly have over 50 years' financial services experience enabling them to deal with you on a friendly and professional level. Both advisers are also controlling directors of the business and work very closely to ensure our clients receive high standards of professional service at all times.

Both Garry Hale and Frank Kelly are professionally qualified with the Chartered Insurance Institute and are also Associate members of the Institute of Financial Planning.

Lifestyle Financial Planning

HKWM provide clients with personalised financial plans focusing on their future aspirations and goals. We would like to help more people, mainly business owners, professionals, successful individuals and those retired with capital, gain access to the TRUTH about their money.

Often clients are looking for help with 'what their future looks like' - and deserve better than simply guessing about their current and 'future plans'. Unlike other advisers HKWM do not focus their attention on 'products' and instead help clients with REAL solutions that give what they want out of life.

The Truth about your money

More importantly, HKWM help clients to answer the BIG questions which really need answering. Questions like:

• "When, precisely, can I afford to stop doing the things that have become a drag...and start doing the things I really enjoy?"
• "What do I have to do to ensure I NEVER run out of money?"
• "How much do I need to earn, save or sell my business for to give me what I want out of life?"
• Exactly what level of investment return do I need to achieve my objectives?

And possibly the biggest question of all..."How much is enough!?"

HKWM clients are successful people who appreciate the value of quality advice. Each has individual needs, however, with busy professional and personal lives most do not have the time necessary to devote to their financial planning needs.

Ready to turn your dreams into reality? Read more about who we are and how we can help you.