Do you require long-term financial planning advice? Are you saving enough for retirement?
PK Group provide tailored advice on tax planning, financial planning, wealth management and mortgages in Leeds.
We’ll help you prepare your finances and make you feel secure for the future.
PK Group use an integrated model where our advisors work with tax planners, mortgage advisers and investment specialists, to provide you with a complete financial planning service.
During your free initial consultation, our experts will assess your individual position, advising on saving strategies so you meet your retirement goals.
Simply fill out your details below and we’ll get back to you to arrange your free consultation.
We provide a friendly, bespoke service, that puts your needs first.
Our financial planning process
PK Group use sophisticated cash flow modelling and analysis as part of our financial planning process. This ultimately helps to build a picture of your current and future requirements and is especially beneficial for long-term financial planning, such as setting retirement goals.
We have a proven track record in the following areas:
Our independent advisers can manage the mortgage process and guide you through to completion.
PK Group help our clients to identify, plan for and potentially mitigate their tax burdens.
Without proper planning, tax liabilities could cost you a significant amount of wealth.
We provide independent, fee-based advice and offer a broad range of financial planning solutions.