PERSONAL & FAMILY SERVICES

Growing and Investing your Wealth

Identifying your risk and investment profile Investment strategy Portfolio construction and management Sophisticated investor opportunities Tax-efficient investing

Protecting your Wealth

Protecting your Income Income tax advice Wealth succession planning Inheritance tax advice Protecting your assets Tax planning for non-doms

Financial Planning

Financial Review Financial Planning for your Family Protection SIPPs Personal Financial Management

Your Home and Properties

Fee-free Mortgage Advice Mortgage manager Mortgages Re-mortgaging Buy-to-let Secondary homes and foreign properties Mortgage rates

CORPORATE SERVICES

Managing and Growing Your Business

Business formation and structure Key Performance Indicator identification Key Performance Indicator reporting Management accounts Meeting regulatory requirements Company secretariat Credit control

Safeguarding Your Business and its Assets

Key Man Protection Employee Benefits Taxation Advice Shareholder Protection Due diligence Litigation support

Accountancy and Tax

Audit Accounting software Reporting and processing Corporate Taxation VAT

Corporate Finance

Commercial Mortgages Mergers and acquisitions Exit strategies Managing the listing process

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Corporate Services | Managing And Growing Your Business

Key Performance Indicator reporting

Businesses that have taken the time to identify and track their Key Performance Indicators (KPIs) are usually rewarded with better performance. However these benefits are lost when the KPI tracking is haphazard or inconsistent.

PK Group offers its clients the option to outsource their KPI tracking. With an external organisation monitoring this key data it ensures that the process is not forgotten during busy months or lost when priorities change.

For a review of how PK Group can assist you in tracking and reporting your KPIs please contact your PK Advisor.

If you have not worked with us before, please contact us and one of our specialists will be able to assist you immediately.

The services of PK Group are conducted by PK Partners LLP, PK Financial Planning LLP and PK Corporate Finance LLP.
PK Partners LLP is a limited liability partnership registered in England and Wales No. OC304787
Registered by the Institute of Chartered Accountants in England and Wales to carry out company audit work.
PK Financial Planning LLP is a limited liability partnership registered in England and Wales No. OC303592
PK Financial Planning is authorised and regulated by the Financial Services Authority