Hong Kong Wealth Management

Client Referrals

The greatest compliment that our clients can give us is the referral of our services to others.

Many people would like to achieve financial peace of mind, and we can help them attain this through insightful financial planning and our committed ongoing services.

We welcome any confidential introductions to family members, colleagues and friends, and will do our sincere best to be of genuine service to them.

Hong Kong Wealth Management

Client Testimonials

“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 1stLee 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 1stConor 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 1stChris 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 2ndMartin 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

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