Financial Advice Service

Humphries Kirk are pleased to introduce our clients to HK Financial Advice Service (HKFAS).  

As a law firm, Humphries Kirk are only able to provide financial advice incidental to our legal services. However, in an effort to ensure that our clients receive a more encompassing and rounded service we have teamed up with Ward Goodman Financial Services Ltd, one of Dorset’s largest independent financial service providers.

HKFAS is a fully independent financial services provider and is governed by the Financial Services Authority (FSA). They provide a range of services including (please note that by clicking on any of the following links you will be taken directly to the HKFAS site and will no longer be on the Humphries Kirk site):

• Inheritance Tax planning
• Investment Advice
• Pension Planning
• Life Assurance
• Health Insurance
• Corporate Financial Planning
• Taxation

HK Financial Advice Service have spent time developing financial planning that combines tax, business and investment strategies in a uniquely coherent and constructive way - and gives you a single source of practical, productive advice on every aspect of your financial situation.

It’s a highly focused, integrated way of thinking that makes you aware of all your options, makes the key decisions more simple and certain - and makes a real and lasting difference to your life right from day one.

For anyone who’s built a business or created wealth through their own endeavours, there are obvious benefits to be enjoyed.

That said, with so many other demands on your time and energy, reaping the rewards of your achievements isn’t always easy. And securing the future for you and your family can’t always be the priority you’d certainly like it to be.

What you need, of course, is someone to take responsibility for your financial planning while you get on with your life. Someone who can look at your circumstances from an objective point of view and set out exactly what you need to do to meet your aims and aspirations. Someone you can trust to put your interests first and put proven financial acumen, experience and specialist expertise at your disposal.

In short, the most comprehensive range of services you’ll find and the most effective way of controlling and exploiting your financial position in the months and years ahead.

IMPORTANT NOTE

HKFAS is a separate entity from Humphries Kirk Solicitors and as such is governed by the rules of the Financial Services Authority (FSA) and not the Solicitors Regulation Authority (previously the Law Society). 

However, certain partners of Humphries Kirk are shareholders in and directors of HKFAS.  The other shareholder is Ward Goodman Financial Services Ltd, a long-established part of the Ward Goodman Chartered Accountancy Group, which provides the independent financial advice referred to above.

To contact HKFAS, log on to their website at www.hkfas.co.uk or telephone 01202 874202