HK Financial Advice Service in Dorset and Somerset

HK Financial Advice Service

Introducing HK Financial Advice Service (HKFAS)

We are pleased to be able to offer Humphries Kirk clients with access to independent financial advice through our joint venture arrangement with Ward Goodman Financial Services Limited.

HK Financial Advice Service provide independent financial advice to a wide range of clients which includes private individualsbusinesses and trustees.

The highly qualified and experienced team of financial planners are all salaried which means you can be sure recommendations will be based on an expert assessment of your needs without any bias.

The clients of HKFAS also benefit from the wide range of expertise available within the Ward Goodman Group, which may include specialist tax or accountancy advice. This ensures that a truly comprehensive financial planning service is provided from one source.

Overview of services

HKFAS fully appreciate each individual or business has specific financial goals. Whether you are looking to grow your wealth, protect your wealth or plan for retirement, we have designed different services to cater for these goals, namely:

  • Wealth Management
  • Financial Planning
  • Asset Management
  • Corporate Review Service
  • Trust Review Service

Main advice areas

  • Investment planning and Portfolio management
  • Inheritance Tax (IHT) Planning
  • Pensions including Self Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs)
  • Personal Life Insurance
  • Key Person Insurance/Business Protection
  • Auto Enrolment

What are the costs?

The initial meeting with one of our financial planners is without cost or obligation and is called our ‘discovery process’.

As we strongly believe in a transparent charging structure, before we commence any work for you we will agree a fixed cost for a Financial Plan. This fee secures our full commitment to provide bespoke advice after carrying out a detailed analysis of your personal circumstances, objectives, existing finances and market opportunities.

If you wish to proceed with the advice and implement the financial plan, we will charge an implementation fee. This implementation fee will be clearly documented in your financial plan so at all times you will be in an informed position.

For further information please visit www.hkfas.co.uk or contact HKFAS directly on 01202 874202.

Warning:

HK Financial Advice Service is an Appointed Representative of Ward Goodman Financial Services Limited which is Authorised and Regulated by the Financial Conduct Authority rather than the Solicitors Regulation Authority and although is partly owned by Humphries Kirk it is an entirely separate entity.

Contact our specialists

For more information, contact your local Humphries Kirk office.