HK Financial Advice Service is a fast-growing, Dorset-based firm of Independent Financial Advisers. As one of the leaders of the new generation of professional service companies, we are dedicated to using our financial experience and expertise to grow and to protect our clients’ businesses, income and wealth. 

The firm is independently owned and therefore there are no conflicts of interest which means our clients can be assured that they will receive truly unrestricted and impartial advice.

We provide advice across a wide range of areas including investments, pensions, long term savings, tax and estate planning, mortgages and insurance/protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implement tailored financial plans to address those needs.

Should you require assistance with your financial affairs, your company finances or to build a financial plan for your family’s future, we will be able to help.

Your success is our business

As success means different things to different people, we focus on what is important to you and provide relevant and timely solutions.

Success can be contagious and when both parties strive toward a common goal the likelihood of achieving great results is increased significantly. By working with clients who are looking for improvement opportunities, we are able to add value and be most effective.

We are committed to forming partnerships with people and organisations that want us to help them achieve their goals.

Meet the team

Gareth Simon

Job Title: DipPFS – Director

Specialisms: Financial Planning for high net worth individuals and financial services joint venture companies. Following his degree in Taxation & Financial Law, Gareth spent a number of years at a large Independent Financial Adviser (IFA) firm before joining Ward Goodman to help develop the Financial Planning arm of the business. Gareth manages a large portfolio […]

Alex Foster

Job Title: MBA FPFS – Director

Alex joined the firm in early 2013 as Financial Services Manager and Wealth Manager, and progressed to the position of Director and Chartered Financial Planner. With over two and half decades of experience in the industry, including advising for over two decades. Alex has been instrumental in the design and implementation of the business review […]

Adrian Seager

Job Title: DipIP – Financial Planner

Specialisms: Financial planning for clients and financial services for our Joint Venture Companies. Adrian is also a Society of Later Life Lending Adviser (SOLLA).  Following retirement from the Royal Navy in May 1990 Adrian began his second career in Financial Services with Lloyds Bank.   In 1992 he switched to become an Independent Financial Adviser and […]

Chris Peters

Job Title: DipPFS – Financial Planner

Specialisms: Specialised knowledge of pensions, investment and corporate areas such as workplace pensions and protection. After leaving University, Chris worked for a number of life assurance companies before training as a Financial Adviser with HSBC Bank. Following a successful 10 years of corporate life, Chris joined Ward Goodman as a Financial Adviser looking to develop […]

Garry Crook

Job Title: DipPFS – Financial Planner

Specialisms: Pensions, Investments, AT Retirement Planning Garry joined the team at Ward Goodman in 2020 after over 8 years working as a Business Development Manager for SIPP, SSAS and Platform providers. Having started out in financial services in 2006, Garry has built a wealth of experience working with pensions and investments and adopts an approach […]

Top 5 Frequently Asked Questions

How do I get started? 

An initial consultation with one of our financial planners is complimentary.  Your planner will ask you about your personal situation, financial position and your lifetime goals, so they can understand the areas in which you may be able to benefit from advice. Please ring 01202 874202 to arrange an initial meeting.

What do you charge?

As professional advisers we charge fees for our services.  At the end of the initial meeting once you have agreed with your financial planner the work you would like us to undertake, we will require you to sign a fee agreement before we carry out any work or produce a financial plan.  Our fees vary according to the complexity of your circumstances and objectives but will always be put in writing so you are in a fully informed position.

What type of advice do you give?

As truly independent financial advisers we are not restricted in any way and we can advise on all types of products and solutions across the whole of the market.  We believe this will lead to the best outcomes for our clients and avoids conflicts of interest.

If I have an existing adviser or self-managed portfolio is it easy to move to your firm?

Yes, we will talk you through the whole process and deal with all the necessary paperwork to ensure a smooth transition.

Do you provide an ongoing review service?

Yes, we offer different levels of service depending on your specific requirements and this includes a face to face review meeting with your financial planner.

For further information or to book an initial meeting, please call 01202 874202

Want to know more?

To find out more or to arrange a meeting with us, please call 01202 874202,
or email