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Case study: PK Wealth works with advisers who want to outsource investment management

For advisers who want to concentrate on offering financial planning advice by outsourcing discretionary management services, PK Wealth provides a range of portfolio solutions. Click here to discover how we can help reduce overall investment risk: PK Wealth DFM Case Study

We work with you to provide solutions that match your needs. Our portfolio services are available across active, passive and ESG strategies. We also manage portfolios for clients looking to mitigate their exposure to inheritance tax, as well as offering bespoke direct equity and direct bond portfolios and services specifically designed for charities.

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