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.


Financial Planning

 

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.

Our Services
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:

  • Financial Review

  • Retirement Planning

  • Asset Allocation

  • Investment Planning

  • 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.

Discretionary Fund Management


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:

  • Retirement Planning

  • Self-Invested Personal Pensions (SIPPs)

  • Stakeholder Pensions

  • Drawdown Pensions

  • Annuities

  • 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

PK Wealth

Our experienced discretionary fund managers work with our clients to construct investment portfolios designed to meet their needs.

For more information on our discretionary fund management service, visit our service page or call our team today. 

 

PK Group offer the following Personal & Family Services:

FINANCIAL PLANNING

SPECIALIST FINANCIAL PLANNING

GROWING YOUR WEALTH

PROTECTING YOUR WEALTH

TAX PLANNING

INDEPENDENT MORTGAGE ADVISERS