Personal Financial Planning

Tailored advice on tax planning, financial planning, wealth management and mortgages.

Services designed to help you manage complicated or sensitive situations.

PK Group offers 3 types of service: Financial Planning 365, Financial Planning Annual and Transactional.

Are you looking for an innovative discretionary wealth management service?

PK Group help our clients to identify, plan for and potentially mitigate their tax planning burdens.

Independent mortgage advice from your first step on the property ladder through to later life requirements.

Helping you to release money tied up in the bricks and mortar of your property for personal use.

Think about what you can achieve with our online automated investment service.