What our clients say | HK Wealth

Frank Sullivan
Retired Public Relations Consultant, Stirling

“ We first approached HKW during the financial crisis of 2008 having helplessly watched the collapse of the markets from a holiday beach in Spain. They listened to our concerns and quickly took appropriate action to stabilise and improve our position giving us confidence for the future. They continue to work with us to adapt and adopt the appropriate savings/investment strategies which are explained with clarity. We are delighted with the service provided.”.

Dr Jacqueline Nicol

“ Garry is very approachable and I feel comfortable asking for his advice on any financial matters at any time. He is thorough in identifying personal objectives and directing me how to work towards them. I feel reassured that I am receiving excellent advice on savings and pensions planning. I was encouraged to do the things one often puts off like make a will. I am very happy with the service I have received from Garry and have already recommended him to my friends.”.

Serge and Diane Pierrot
Retired business owners, Edinburgh

“ We were recommended to make contact with Garry and have been very happy with his help and guidance in the transference of our funds from a previous company. He is patient and courteous and his approach is entirely professional with an easy manner. Garry matches our needs with a relaxed yet confident and evidently well informed approach.”.

Mr R Simpson
Director of 2B Business Services Ltd, Bridge of Allan

“ Having decided to start up our own business in 2002, we required professional financial advice to ensure all aspects of our personal financial planning were taken care of. The holistic approach for both near and longer term personal financial planning, used by Garry and Frank, has given us confidence that we have a sound plan for the future, whilst regular review, and flexibility in the methods and tools used, allows us to react to unforeseen events. A professional service delivered in a friendly and relaxed way”.

Dr John Rankin
Park Avenue Medical Centre, Stirling

“At last! A detailed, but clear overview of my financial position with easily understood proposals for future planning. Excellent”.

Angela Fraioli
Chartered Accountant, Stirling

“ HK Wealth Managers Ltd is a professional and efficient company. The directors of the company are very experienced in their line of work and can therefore provide independent financial advice which best suits their client’s needs. In my line of work I require prompt response times to queries – HK Wealth Managers Ltd never fail to deliver. It is a great pleasure being associated with the company”.