We are delighted to announce we have been shortlisted in the MoneyAge Awards for Small to Medium Wealth Management Firm of the Year 2021! We are very proud of our hardworking team for being recognised for these awards, especially with the difficulties that have been presented through the global pandemic. COVID 19 Response The COVID 19...
In this final part of a mini-series looking at retirement coaching, working in conjunction with The Lang Cat and Ascentric, Martin Crawley-Boevey and Michael Usher explain the intrinsic links between coaching techniques and their planning and investment processes. Martin Crawley-Boevey, Head of Financial Planning. Coaching and the advice process We have a six...
Our Director of Financial Planning Martin Crawley-Boevey expressed his views in a recent webinar exploring EIS costs and exit opportunities which may only be of interest to high net worth or sophisticated investors with a speculative attitude to risk. Please note that this is not our production, but information and opinions from a meeting...
PK Group is delighted to announce that PK Financial Planning has been ranked 60th on FTAdviser‘s list of Top 100 Financial Advisers 2020. Commenting on this achievement, PK Group’s CEO, Patrick Kennedy, said “It’s a great honour to be recognised by FTAdviser as a Top 100 firm. This has been made possible by...
Recently our Director of Financial Planning, Martin Crawley-Boevey, contributed to part one of a roundtable discussion entitled ‘The Future of Retirement.’ The discussion was hosted by Citywire in association with Standard Life. During the conversation, financial advisers discussed how client relationships are key in helping to plan for different phases of retirement. Do you...
With the end of the tax year fast approaching, PK Group thought it would be most useful to set out some of the tax planning options that should be considered before the 5th April. Please note that our guide is purposely short and you are strongly advised to seek professional advice before acting. End...
We appreciate that trusts can be complex. Why not download our guide to discover the benefits of setting up a trust, who uses them and the role of a trustee.
Take a virtual tour which highlights some of the benefits of our services. Innovative technology helps our advisers to engage with you, create a clearly defined goals-based financial plan, and manage your changing requirements. Watch it here.
Graham Frost is the Chief Investment Officer for PK Wealth, our discretionary fund management service. Graham leads the asset allocation and investment research process for PK Wealth and was previously CIO at BestInvest. Graham kindly took some time to answer some questions on our online automated investment service, KlikInvest.
The personal financial situation of barristers and sole practitioners is often characterised by uncertainty of income, with these flows dependent on the existing workflow and expected future work in the pipeline. This article considers the consequence of this uncertainty on financial planning, and the hurdles that can be overcome in the three main aspects...