We believe that you can only reach your financial goals with proper financial planning. We offer expert advice and information to help our clients achieve their financial goals.
We give professional, personable advice
Our financial planning team take a personal interest in every client, meaning our service is both professional and personable. Our clients benefit from the wide range of expertise available at PK Group, resulting in a comprehensive financial planning service.
PK Group’s financial advisors take the time to understand their clients’ specific needs, so that they can offer the best service considering their personal situation. Our personable IFAs help our clients create an appropriate plan to help them maintain, or grow their wealth. Our financial planning services include:
Online Access to Your Portfolio
If you would like more information on any of these services, please contact our team and speak to an advisor directly.
Detailed Pension Plans
When it comes to pensions and retirement plans, we at PK Group understand the need for financial security. We offer impartial advice on:
Self-Invested Personal Pensions (SIPPs)
- Group Pensions and Auto Enrolment
If you would like more information regarding our range of financial planning services, contact our team directly.
Discretionary Fund Management
Our experienced discretionary fund managers work with our clients to construct investment portfolios designed to meet their needs.