Kings Park Financial Management (Scotland) Ltd - Key Staff

Stephen Pilley   APFS, Certs CII (MP & ER)          Chartered Financial Planner

Stephen began his financial services career in 1979 in UK banking before moving to a highly successful career with one of the UK's most respected Life Assurance companies. Since 2002 Stephen has transferred the vast knowledge and skills built up over the years into his own business, which has grown to be one of Central Scotland's leading financial advice companies.

'The training and development received during my years as an employee was second to none and this has stood me in good stead for running my own business. As a small company, we can change quickly to adapt to customer needs and we have developed a suite of financial planning processes that provide our clients with a fresh and uplifting approach to achieving their lifestyle and financial goals'.

Stephen Pilley 2007

Stephen's credentials are impressive, he is highly qualified in his field and as such advises on a full range of financial planning matters. These are as follows:
1. Holistic financial planning
2. Retirement planning
3. Investment and savings
4. Protection, including life, life and critical illness, income protection
5. Private medical insurance
6. Inheritance Tax Planning
7. Mortgages

Stephen is an Associate Member of The Personal Finance Society having been awarded the designation APFC and holds advanced qualifications in investment planning, pensions, taxation and trusts. Stephen is a Chartered Financial Planner, one of very few in our area. 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.

'In our industry, legislation and products change frequently and people therefore seek to get advice from advisers who are as highly qualified as possible. Many advisers reach the minimal level of qualification and stop there. I pride myself in the additional qualifications that I have undertaken over the years. Anyone researching advisers in Scotland will be hard pushed to find someone as qualified as myself. This is a huge benefit in attracting new clients and growing and expanding my business'  Stephen Pilley 2007

Stephen lives in Bannockburn with his wife and two sons. When not working, Stephen enjoys golf, hill walking and generally keeping fit. He also enjoys the relaxed way of life and the culture of Spain and spends many holidays there with friends and family. He is also a keen supporter of both Partick Thistle and the National football team. 

As well as being a busy and successful financial planner, Stephen also lectures in financial services at The University of Stirling.

 Your home may be repossessed if you do not keep up repayments on your mortgage

The Financial Services Authority does not regulate tax advice

*source: The Chartered Insurance Institute (CII) website and leaflet Jan 2011