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Case Study: Working with solicitors to provide financial planning for clients

A solicitor successfully secured a Personal Injury settlement for a client who had been seriously injured in a car accident. The solicitor needed to find a financial adviser to review the client’s situation, create a long-term plan to help protect the claim funds and manage the investments to meet the client’s ongoing financial needs. PK Group works with solicitors to provide financial planning and wealth management solutions for clients.

For more information, click here: PKFP Case Study

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