Personal Financial Management is a service from PK Group that enables affluent individuals or families to improve their access to, and control, of their assets and wealth. It combines the leading talents of PK Group with the latest technology to provide an innovative new service.

Personal Financial Management offers:

24/7 online visibility of your assets
24/7 online, constantly updated, vauation of your assets
24/7 access to your assets
Regular monitoring of your portfolio by your PK Advisor and our Personal Financial Management team
Recommendations for your portfolio (if changes are required)
Six monthly Interim Report of your portfolio and its performance
Annual Report of your portfolio and its performance
Annual face-to-face review of your entire port

If you would like more information, or to see a demonstration, 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