
Hello, I’m Stephen
Pilley, founder and principal of Kings Park Financial Management
(Scotland) Ltd. I joined the financial services industry in the late
1970’s and over that time I have worked with two of the most highly
respected Life Companies in the UK, a major high street bank and as an
Independent and Chartered Financial Planner.
In 2002, I decided
to use this invaluable experience to found Kings Park Financial
Management Ltd. Over the last eight years, we have developed The
Lifestyle Financial Choices Process™ and use this refreshing approach to
financial planning to help transform our clients’ lives into one of
great financial prosperity and security through achievement of lifestyle
and financial goals.
At
Kings Park, we pride ourselves in being one of very few Chartered
Financial Planner firms in Scotland.
This is the highest and most prestigious level of professional
achievement currently in financial services. *Research
shows that consumers value Charter status as an indication of merit,
capability and commitment to ethical practice.
Offering a fee based independent financial advice service to all our
clients and
customers, we are
authorised and regulated by the Financial Services Authority and have
access to all providers of financial service products for our client
research
We dedicate our
entire operation and efforts to our small mutually compatible client
bank. You can become a client through one of the following channels if
you meet our client criteria.
1.
You may be referred to us by an existing client
2.
Be introduced to us from our network of professional
introducers
3.
You can apply directly to us
4.
We may invite you to become a client
Currently we operate
within a limited client number capacity to ensure that our service
remains excellent. For this reason, from time to time, we may operate a
waiting list for clients to join us. You have the opportunity to be a
client of ours for life and our aim is to be your personal financial
planners for life.
We use our
Lifestyle Financial
Choices Process ™,
to help clients achieve their financial and lifestyle goals and
transform their lives into one of calm, security and huge financial
potential.
Our Clients and customers also have access to:
The Strategic Investment Process™
The Lifestyle Protection Process™
The Advanced Estate Planning Process™
The Mortgage Choices Process™
You will find that we are committed to building long term and trusted
relationships with our clients. When you become a client of Kings Park
you will be eligible to join our
Client Choices Programme™
and ensure that your investments arranged by us are reviewed and kept on
track.
You will also receive our Newsletter, The Financial Choices Update with
access to all the latest information on financial matters in the UK. You
can register for this now free of charge by clicking here.
Please take time browsing our website, you will find all the information
you need to understand how we work and how this can benefit you. If you
would like to arrange a no obligation meeting to discuss any of our
advice processes, please call me on 01786 471482 or email
info@kpfm.co.uk
. Alternatively, if you are in town, just call in to arrange a meeting,
you will be made most welcome.
*source:
The Chartered Insurance Institute (CII) website Jan 2011
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Kings Park Financial Management (Scotland) Ltd is
delighted to be affiliated with Kidney Kids Scotland and Yorkhill
Childrens Foundation.
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Kidney Kids
Scotland was founded as a charitable trust in July 2000 with the
specific aim of helping children with renal disease. They
also support hospitals all over Scotland supplying them with
much needed machinery and funding essential posts. If you would
like to know more about this fantastic charity please click on
the link below.
www.kidneykids.org.uk
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Yorkhill
Children’s Foundation is a charity who provide enhanced medical
equipment and resources which benefit sick children and babies who
are treated at Yorkhill hospital and within NHS Greater Glasgow &
Clyde.
www.yorkhillchildrenfoundation.org |
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Authorised and
regulated by the Financial Services Authority.
The Financial
Services Authority do not regulate wills, trusts, tax advice or
overseas property. |
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