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 this award, especially with the difficulties that have been presented through the global pandemic. COVID 19 Response The COVID 19...
Our shared values are the glue that binds us together. We depend on one another so it is important there is alignment between individual and corporate goals. For example, a third of our workforce are shareholders in the company. Roles and responsibilities are clearly defined. We share relevant information with members of our team...
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...
PK Group, the leading London-based professional and financial services firm, announces the completion of its acquisition of Trotman & Co, Chartered Accountants, of Surbiton in South West London. The existing team will continue as part of the enlarged firm. Discover the full article here.
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.