PK Group’s Wealth Management team offer advice on investment plans. If you are interested in growing your wealth through financial planning, PK Group’s reputable financial planning team can help you.

Growing Your Wealth

Holistic Financial Planning

PK Group helps clients effectively organise their finances to allow them to maintain, or grow their wealth. We believe that you cannot reach your financial goals without proper financial planning, and PK Group’s experienced team are ready to help.


Investing For Growth
There are many types of investments available. Our team of advisors help our clients make informed financial planning decisions. Through comparative analysis, our financial planners can provide our clients with an overview of all the relative options before suggesting the most appropriate plan. PK Group offer services and advice on:

  • Identifying the investments that match risk profile
  • Asset Allocation
  • Investing for retirement
  • Unit Trusts and Open Ended Investment Companies (OEICs)
  • Onshore and Offshore Bonds

Become More Tax Efficient When Growing Your Wealth.

Our IFAs also help our clients understand the tax benefits of each venture, helping them become more tax efficient, and saving them money. Our services include advice on:

  • ISAs
  • Venture Capital Trusts (VCTs)
  • Enterprise Investment Schemes (EIS)

We also have access to a range of insurance and assurance products to help cover you and your loved ones in times of unexpected financial hardship. See ‘Protecting Your Wealth’ for more information.

 If you could benefit from these services, or are interested in growing your wealth through financial planning, contact our team directly.

PK GROUP OFFER THE FOLLOWING PERSONAL & FAMILY SERVICES:

FINANCIAL PLANNING

SPECIALIST FINANCIAL PLANNING

GROWING YOUR WEALTH

PROTECTING YOUR WEALTH

TAX PLANNING

INDEPENDENT MORTGAGE ADVISERS