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.
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:
Main advice areas
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.
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.
For more information, contact your local Humphries Kirk office.