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
DipPFS – Director
Alex Foster
MBA FPFS – Director
Adrian Seager
DipIP – Financial Planner
Chris Peters
DipPFS – Financial Planner
Garry Crook
DipPFS – Financial Planner
Top 5 Frequently Asked Questions
- How do I get started?
- What do you charge?
- What type of advice do you give?
- If I have an existing adviser or self-managed portfolio is it easy to move to your firm?
- Do you provide an ongoing review service?
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 enquiries@hkfas.co.uk