Financial Management (Scotland) Ltd

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.   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         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

 

Authorised and regulated by the Financial Services Authority. The Financial Services Authority do not regulate wills, trusts, tax advice or overseas property.