Garry Hale

Managing Director

Dip PFS, Ch. MCSI , Chartered Wealth Manager, Certified Financial Planner

HK Wealth

Stirling

hkwm.co.uk

I am the founder, owner and sole Financial Planner at HK Wealth based in Stirling, Central Scotland. The business was started as a fee based financial planning practice in 2002 using cashflow modelling, which at the time was relatively forward thinking.

I am a past board member and past president of the Personal Finance Society and passionate about the benefits the profession of Financial Planning brings to both Financial Planners and also importantly the life changing effects on the end client.

I believe Financial Planning has the Power to change lives in the following ways:

  • Helping clients achieve and maintain their desired lifestyle without the fear of ever running out of money.
  • Helping clients live a full and fulfilled life with the financial resources and time they have available.
  • Providing peace of mind and a trusted relationship throughout life.

Articles from Garry Hale

Annual Planning Meetings

You’ve taken on a new client, given them a great initial Financial Planning experience, followed up with an Annual Planning Meeting and are wondering what now? By Garry Hale.

Read more…