Testimonials

  • I instructed David from PK Group to undertake the due diligence and general accounting advice relating to my purchase of a chain of children's day nurseries. His work has been simply outstanding. It is our view that he far, far exceeded his duty or care or what is required of an accountant.

    Clare Bale on behalf of Oliver T., Entrepreneur
  • I have worked with Jean for the past 4 years, benefitting from her advice on pensions, savings, mortgage and life assurance advice. As a working parent and main wage earner, I feel she makes every effort to accommodate my lifestyle, changing circumstances and long term goals into her recommendations.

    Pip on behalf of Nicola B., Senior Director at a leading multinational
  • Jean has worked with our business for 5 years and during that time we have found her to be thoroughly professional, technically strong and a great problem solver. Jean has worked on a range of issues including pensions, death in service, permanent health insurance, critical illness, private medical and overall benefits strategy.

    Gordon Allen on behalf of David M., Finance Director
  • I have worked with John since the inception of our business in 2005. In the early days John was very helpful with his knowledge of tax affairs and business planning. As the company grew strength he has done a lot of work with our business planning and financial data analysis. Over the years when occasional detailed financial queries have come up he has been a solid point of contact for me to obtain the information I needed.

    Matthew Price on behalf of Richard F., Managing Director
  • In common with other top financial advisors, John Franks certainly knows how to look after your money when everything is going well for you. But where he is really outstanding is when you need a little bit more flexibility or an understanding and empathetic financial ear. He never seems to stop looking for the best way to make my pension work for me.

    Liz O., Entrepreneur
  • I’ve known Martin Crawley-Boevey for many years and PK Group have always delivered a fully integrated approach to dealing with my tax and financial planning requirements. They have helped me with setting up the appropriate pension scheme while also giving me access to some unique investment opportunities. I have been able to run my financial affairs safe in the knowledge that the products they have offered me have been tax efficient, rewarding and suitable for my risk appetite.

    Sukh Singh on behalf of Jonathan W., Managing Director
  • Patrick is a consummate professional. His organisation has provided a very high level of service to our organisation on a consistent basis. He has taken time to understand our organisation fully - vision, strategy, culture. He works hard to ensure that he and his team always meet (and often exceed) our expectations. Above all, his dedication and loyalty have led him to become a key trusted advisor.

    Ashley on behalf of Richard S., Partner
  • “I display the usual characteristics of an artist; forgetful, numerically challenged, disorganised and prone to sudden fears prompting random calls at odd times.

    PK Group have managed me, my accounts, my investments and even my dogs for a long time now which is no easy task. I have lurched into buying houses for which they organised a mortgage but from which I subsequently withdrew, and other things besides. They have overseen all manner of issues with patience, dexterity, efficiency and kindness through turbulent times.

    I would highly recommend their services to anyone. If they can manage me they can manage anyone and they haven’t paid me to say this!”

    Charlie M., Artist
Tax Advisor Surrey PK Group

Awards

  • Best UK Financial Planners for Capital Gains Tax 2014

  • Innovation in Automatic Enrolment 2014

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