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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 London.


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.

Unsure where to start? Our team can advise you.

Simply fill out your details below and we’ll get back to you to arrange your free consultation.

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STILL UNSURE IF THIS RIGHT SERVICE FOR YOU? Looking for advice on the following?
  • The auto enrolment pension scheme?

    PK Group’s payroll team can leverage the knowledge and expertise of our tax specialists and financial advisers to manage your taxation and auto-enrolment queries.

  • How best to reduce inheritance tax?

    There are multiple factors to consider in quantifying your IHT liability and a number of strategies to explore in reducing/mitigating this liability. Lifetime gifts ad trusts are just two examples.

  • Trust and estate planning advice?

    You may want to establish a trust if you need to support someone who is unable to manage their money independently, or to ensure your own money is used to look after you in later life. If you run a family business and are thinking about succession planning, using a trust may be a good way to reduce tax to be paid on inheritance.

They help me cope with life’s new challenges

PK Group have supported me for 25 years. they do a great job of making sure my financial orders are in order, and help me cope with life’s new challenges.

PK Financial Planning Client
Impressive network of expertise

Fantastic team who are a delight to partner with. The PK team always keep their eyes on the ball, whilst having an impressive network of expertise at their disposal. Highly recommend!

PK Financial Planning Client
I would recommend them to anyone who expressed a need to speak to an adviser

Martin has been my adviser for over 20 years. He has guided me through the complexities of many types of investments and tax planning.

PK Financial Planning Client
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