Wealth Management Hong Kong

Specialist Expert Knowledge for UK Expats who live and work abroad, or
who are returning to the UK. Celebrating over 20 years of service to our clients.

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Wealth Management Client Testimonials In Hong Kong

“Since arriving in HK, Gary has helped me with excellent financial information. Gary has helped me put together a financial plan that gives me confidence for my retirement. I have found Gary to be extremely professional, trustworthy & has a wealth of knowledge. Gary has a very straight forward ability to explain financial details in a language I found extremely simple to understand. I would have no hesitation in recommending Gary to any potential investor” April 17, 2013, Paul Oldham

“Having been with FP for almost 10 years, I can say without doubt that Gary is the most thorough advisor I have used. He takes the time to ensure that your previous choices are still what you want, and how they have been working for you, explaining alternatives and giving ample time for questions to be asked. Although I do not invest a great deal each month, Gary always takes the time to ensure that I am aware and happy with my portfolio, making me feel a valued customer”. Julie Reakes April 2012

“From day one my wife and I have found Gary to be very professional, trustworthy and reliable. Gary has a wealth of knowledge and a clear and concise way of presenting the information. We have found him to be very punctual and follows up on a regular basis to inform us of the performance of our portfolio. We hope that this is the start of a long successful financial relationship.” August 4, 2011 Top qualities: Great Results, Expert, On Time 1^stLee Taylor, hired Gary as a Financial Advisor in 2010

“Gary Williams has helped me put together a financial plan that gives me the confidence that I will be set up for my retirement and solid financial planning for my family’s future.
Gary’s extensive knowledge of and experience in financial planning and wealth management provides both opportunity and security. I have found him to be very knowledgeable, professional and responsive. Gary has treated me as an individual and I strongly feel he tailors his advice to what is best for my financial goals.” July 26, 2011 Top qualities: Personable, Expert, High Integrity 1^stConor Forkan, hired Gary as a Financial Advisor in 2011

“Gary is a very knowledgeable and conscientious financial adviserI asked him to assist me with several issues that I was dealing with and he went above and beyond the tasks that were within his purview and helped me much more broadly. I would have no hesitation in recommending Gary.” July 24, 2011 Top qualities: Great Results, Expert, High Integrity 1^stChris Dixon, hired Gary as a Financial Advisor in 2010, and hired Gary more than once

“I was approached by Gary last year and after some discussion concerning my circumstances and goals etc I have begun to action his advice and suggestions. He had a number of ideas which appeared reasonable and worthwhile. I have found Gary knowledgeable, proactive, realistic, diligent and willing to listen. I would certainly recommend him.” July 14, 2011 Top qualities: Expert, High Integrity, Creative 2^ndMartin Reynolds, hired Gary as a Financial Advisor in 2010

“I have known Gary for over 15 years and found him extremely willing and capable with a warm and open style. Gary has a keen understanding of people’s needs and I have no hesitation in recommending him both personally and professionally.” – June 4, 2011 Mike Thompson

“Gary was a very focused, reliable, hard working colleague on our MBA at Durham. It was a pleasure to work with him on various projects whilst undertaking our MBA.
Lorraine Taylor” – March 11, 2011 Lorraine Taylor

“I was extremely happy with the advice and service I received from Gary while he arranged my mortgage and re-mortgage for me.” Top qualities: Great Results, Expert, High Integrity hired Gary as a Mortgage Broker in 2002, and hired Gary more than once – February 5, 2011 J Tyler

Wealth Management Hong Kong

My team and I have a unique and clear vision of what “Wealth Management” really should look like. It’s a new, refreshing, exciting and different from other Wealth Management (Independent Financial Advisory) and Financial Planning firms that you may have met and experienced.

Its about your whole of life – not just your money! Your money is only the tool to enable you to live your “Lifestyle” and to provide for the ongoing financial security for yourself and your family.

We encourage you to “Think Big” (to achieve and maintain financial independence) and we work with you over time to help and guide you in making your dreams a reality.

We base our Wealth Management ideology around your life, goals, and ambitions; providing for your financial security. With regular meetings (every 3 months), and our wealth management expertise we can keep you on track; making your goals a reality.

We help and guide you through every aspect of your financial life planning; creating, managing, preserving and protecting your wealth.

We view you as an individual with unique circumstances and ambitions; we understand that everyone is different, and as a consequence we bespoke all of our advice to your individual circumstances and future plans.

We provide you with the time, expertise, and frankly the environment, to explore what is important to you. And only when we understand you, and know what is important for you; together with the time frame for its achievement. Only then, will we recommend a robust course of action to enable you to achieve your life goals and ambitions.

Creating, Managing, Preserving and Protecting YOUR Wealth – That’s why they call it Financial Planning and ultimately Wealth Management.

To find out more about our unique Wealth Management Strategies, please contact me direct through Linkedin or www.wealthmanagementhongkong.com or Twitter wealthhongkong. Telephone me direct on my mobile +852 5307 3732 or email info@wealthmanagementhongkong.info

Hong Kong Wealth Management

Helping you to secure your ongoing financial future for you, your family, and your dependents.

We have over 20 years of experience in helping people secure their financial futures for themselves and their familys. Specialist Expert Knowledge for UK Expats who live and work abroad, or who are returning to the UK.

Our Wealth Management Services

• Private Wealth Management
• Specialist Expert Knowledge for UK Expats
• Asset Management
• Financial Planning
• Portfolio Management
• Life Insurance
• Critical Illness Insurance Cover
• Financial Security Family Protection
• International Medical Insurance
• Offshore Financial Planning
• Private Banking Services
• Repatriation & Immigration Planning
• Retirement Planning
• MPF Hong Kong (Mandatory Provident Fund)

• MPF Choices Hong Kong Employees
• MPF Choices Hong Kong Employers
• Specialist QROPS Advice
• 

 

• Property Investment
• Tax Planning
• Education School Fees / University Fee Planning
• Wealth Protection – Life and Critical Illness “Wealth Protection”
• Estate Planning
• Mortgage Restructuring

Our Specialist Knowledge – Wealth Preservation

• Intergeneration Wealth Succession Planning
• UK Expats Capital Gains Tax HMRC planning
• UK Expats IHT HMRC planning
• 

• UK Expats Pension Planning
• UK Expats QROPS Wealth Management 

Our Corporate Business Services

• Keyman Insurance
• Loan Protection Insurance
• Director / Shareholder Protection
• Director / Shareholder Death In Service Benefits
• Group Pension Schemes
• Group Private Medical Cover

Why don’t you give us a try; let’s get together for an informal talk without any cost or obligation to you; so you can decide for yourself if you feel we can add value to you plans.

Whatever your circumstances we are here to help you

Here are our contact details – my team and I look forward to talking with you soon.

Gary Williams MBA (Durham) BSc (Hons) FPC MAQ CeRER CertPFS

“With some 20 years experience as an International Independent Financial Adviser; my team and I provide specialist advice, together with extensive international experience. Providing our clients with the experience and expertise that they are looking for”

T: +852 5307 3732

E:info@wealthmanagementhongkong.info

Wealth Management Hong Kong – Telephone Call Back

Hello, would you like us to telephone you back. Please provide your details; and we will be please to call you back as soon as we can.

Thank you. My team and I will get back to you as soon as we can. Alternatively please call +852 5307 3732 we look forward to talking with you soon.

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W: www.wealthmanagementhongkong.com

E: info@wealthmanagementhongkong.info

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