PK Group are delighted to announce the completion of their acquisition of Trotman & Co, Chartered Accountants, of Surbiton in South West London. The existing team will continue as part of the enlarged firm. The Trotman team has significant experience in taxation which complements PK Group’s existing tax, financial planning and wealth management businesses. ...
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.
Martin Crawley-Boevey featured in Citywire Round Table March edition publication, you can download it here.
Martin Crawley-Boevey sat down with New Model Adviser to discuss the importance of keeping up with technological advancements in financial services. Discover the feature here.
More than 10 years in the making, wealth management was the final piece in PK Group’s integrated financial service. The company already offered financial planning, tax, accounting and business advisory, and adding investment management through the launch of PK Wealth made sense, says CEO Patrick Kennedy. Click here to explore PK Wealth’s feature in...
PK Director Bernard Rust scored a perfect 35/35 in FTAdviser’s weekly Mystery Shopper test. Bernard received a 5/5 score for his Speed of Response, Telephone manner, Relevant qualifications, Payment method, Guidance & Email. FTAdviser named Bernard Rust the Shopper’s choice and said in their verdict: “The adviser was professional, offered plenty of food for...
Martin Crawley-Boevey was featured in the October edition of CityWire’s New Model Adviser magazine. Martin sat down with Bhavna Koli at New Model Adviser’s Breakfast Club event to discuss the growth of PK Group’s new Discretionary Fund Management service PK Wealth and growth plans for the group in general.
How can advisers address the FCA’s suitability concerns with a holistic approach to wealth management? Click here to find out more.
Clients’ expectations of service are increasing all the time in response to technological advances. As automation makes the basics of compliance more straightforward, the most successful practices will be those that build enduring relationships with their clients and move towards a more holistic, multidisciplinary model that encompasses financial planning as well as accounting and...
From tax relief and asset evaluation to charitable donations, advising high net worth individuals is a specialist skill that requires advisers to take a holistic approach, says Martin Crawley-Boevey.
