Meet Our Team
Meet Our Team
Garry A Hale AIFP, Dip PFS
Mobile: 07776 137 281
Email: garry.hale@hkwm.co.uk
Garry has been involved in financial services since 1990. He has worked for one of the UK's largest insurance companies in both Stirling and Edinburgh on a customer service level and latterly in a technical sales and marketing role dealing exclusively with key Independent Financial Adviser firms.
Garry currently sits on The Board as a non Executive Director of The Personal Finance Society, which is part of The Chartered Insurance Institute. (www.thepfs.org) the UK's leading professional body for financial advisers. Garry has completed the Diploma in Financial Planning as well as other specialist advice subjects and is currently studying towards Chartered Financial Planner status.
Garry lives locally with his wife Chelanne and their two young sons Josh and Ben. Garry enjoys a good work life balance and in his spare time enjoys spending time doing family activities as well as sailing and canoeing at Loch Venachar in the summer months and skiing.
Frank Kelly - FCII
Chartered Insurance Practitioner
Mobile: 07802 605 222
Email: frank.kelly@hkwm.co.uk
Frank has been in the financial services sector since 1963. He has worked for one of the UK's largest insurance companies in London, Glasgow and Stirling in management roles including National Financial Planning Manager.
Frank is a Fellow of the Chartered Insurance Institute and a Chartered Insurance Practitioner and is a member of The Personal Finance Society. Frank previously served for six years as a director of The Life Insurance Association (LIA) prior to its merger to become The Personal Finance Society.
Frank lives in Stirling with his wife Madalaine. Frank is currently an active member of the Rotary Club of Stirling, a past Captain of Bridge of Allan Golf Club and his main interests include football and playing golf.
The CII is the premier professional organisation for those working in the insurance and financial services industry.
It is dedicated to promoting higher standards of competence and integrity through the provision of relevant qualifications for employees at all levels and across all sectors. CLICK HERE
The PFS are the professional body for the financial advisory profession in the UK.They take an active role in setting standards of professionalism and our 27,000 members commit to the highest standards of professionalism by keeping their technical knowledge up to date and by adhering to a respected code of ethics. - CLICK HERE
The IFP is the professional body for Financial Planners and Paraplanners. Are you looking to sort out your finances? if so then now is the time to realise how Financial Planning can benefit your financial well being, whether its taking some simple steps yourself or using a professional Financial Planner. - CLICK HERE