Our advisers have many years experience in helping people to plan their finances. We are committed to giving personal, face-to-face and obligation-free financial advice built around you and your circumstances.

At HK Financial Services Limited we have advisers who are fully qualified, Mortgages, Insurances, Pension & investments either holding the full Financial Planning Certificate and/or the relevant mortgage advice qualifications.

The practice is an appointed representative of Openwork Ltd. Openwork is a UK-wide network of about 760 financial advice firms backed by the worldwide Zurich group. We are a stand-alone, multi-tied, directly authorized distribution network. The concept was conceived by the Zurich Financial Services Group in response to changes to the regulatory shape of the UK life industry. We offer the products of over 40 mortgage lenders and product providers.

The practice’s ultimate aim is to create a long term relationship with all of our clients, enabling them to plan their finances whatever their requirements. Financial planning is about the life you lead, the choices you make and the people you trust. You can trust us to help you create the financial future you’ve always wanted.

Howard Kristall Cert PFS, MAQ, FPC 17 Years Financial Services Experience
Managing Director
 
Alison Wade FPC, MAQ, BA (Hons) 10 Years Financial Services Experience
Finance Director
 
Karen Beattie FPC, CMAP 10 Years Financial Services Experience
Mortgage Adviser
 
Kelvin Lodge CMAP 2 Years Financial Services Experience
Mortgage Adviser
 
James Marsden 4 Years Financial Services Experience
Office Manager