Case Studies

Case Study: PK Employee Benefits

Case Study: PK Employee Benefits

Recently listed in FTAdviser’s Top 100 Financial Advisers 2020, PK Group is a leading finance and employee benefits consultancy practice. With existing offices in Richmond and Woking, the company opened an office, focused on its employee benefits offering, at Kent Science Park in March 2020. Led by Adam Ryan, the five-strong Sittingbourne team is dedicated to both...

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

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....

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