PERSONAL FINANCIAL PLANNING

Tailored advice on tax planning, financial planning, wealth management and mortgages.

WHY FINANCIAL PLANNING COULD BE IDEAL FOR YOU

Individuals and families come to us for professional financial planning advice for a variety of reasons.

Long-term financial planning goals

– Cash flow planning
– Long-term financial planning
– Mortgages and property advice
– Pensions
– Retirement planning
– Tax efficient investments (for example ISAs, EIS and VCT products)
– Trust and estate planning advice

Retirement and pension planning

Pensions are important at any stage of life, and PK Group offers a free initial consultation to help you secure the retirement you deserve. Our integrated team of IFAs, tax planners, mortgage advisers, and investment specialists will assess your situation and develop strategies to meet your goals.

Inheritance Tax Planning (IHT)

Without proper planning, tax liabilities could cost you a significant amount of wealth. Our highly experienced team provides advice to ensure you become more tax efficient. To manage your IHT liability, we consider multiple factors and explore strategies like lifetime gifts and trusts.

We offer impartial advice on:

– Annuities
– Group pensions
– Stakeholder pensions
– Auto enrolment
– Occupational pension schemes
– Drawdown pensions
– Self-Invested Personal Pensions (SIPPs)

Industry-Recognised Excellence

Unlock your future with expert financial planning services.

Bereavement financial planning

Managing finances can be overwhelming after a loved one dies. You may be entitled to benefits like bereavement and widowed parent’s allowances. Additionally, their estate will normally have to pay any tax due before any inheritance is distributed to their heirs. We can guide you through this process.

Education funding for school and university fees

Throughout higher education, students are exposed to two main costs:

– Tuition fees
– Living costs

They can apply for student finance to help with both. All eligible students can get a Tuition Fee Loan to cover the full cost of the fees charged by the university or college.

Care home fees planning

PK Group offers advice on funding long-term care. We adhere to a strict code of ethics and ensure the suitability of our recommendations. Our specialist care fees advisers can offer advice on products from across the whole market, showcasing their comprehensive understanding of long-term care funding issues.

Financial planning on divorce

PK Group can help you navigate the financial complexities of a divorce, providing assistance in a number of ways.

We don't stop there

Other financial planning support:

Find out more
Unbiased professional experience

Thank you Bernard, it was a real pleasure to talk to you. At this time of great change, it is so good to have your unbiased professional experience and advice.

Financial Planning Client
Efficient and responsible attitude

We would like to offer you our sincere thanks for all the financial assistance you have given us over the last twenty or so years. Your help has been very much appreciated, particularly in terms of long term investments and we have been very impressed by your efficiency and responsible attitude.

Financial Planning Client
Fully integrated approach

I’ve known Martin Crawley-Boevey for many years and PK Group have always delivered a fully integrated approach to dealing with my tax and financial planning requirements. They have helped me with setting up the appropriate pension scheme while also giving me access to some unique investment opportunities.

Financial Planning Client
Exceptional knowledge

Being a cautious soul, they have made my money work for me in ways I could not have ever imagined. I trust them because of their exceptional knowledge, only ever telling the truth and always acting consistently.

Financial Planning Client
Really helpful

Thanks for your help throughout all of this process. Your expertise at the beginning to find us a great rate, in addition to your support afterwards, was really helpful.

Mortgage Client
OUR QUALIFICATIONS & ACCREDITATIONS FROM THESE TRUSTED PROFESSIONAL BODIES
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    ‭+44 20 8334 9953‬
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  • Resource Centre

    A comprehensive resource library containing tax calculators, allowances & deadlines.

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