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.

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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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  • Resource Centre

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

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