Tailored advice on tax planning, financial planning, wealth management and mortgages.
We can help you manage your finances so you are better prepared for the future.
Our experts take time to fully comprehend your situation and your expectations to ensure the advice they give is of optimal value. We provide independent, fee-based advice.
Our broad range of financial planning solutions:
- Cash flow planning
- Long-term financial planning
- Mortgages and property advice
- Retirement planning
- Tax efficient investments (for example ISAs, EIS and VCT products)
- Trust and estate planning advice
Sophisticated cash flow modelling and analysis is adopted as part of the financial planning process to:
- Help alleviate client concerns
- Help to build a picture of your current and future requirements
- Benefit long-term financial planning
- Help with settling retirement goals
All services begin with you and your needs.
PK Group offers 3 types of service:
- Financial Planning 365
- Financial Planning On Request
- Financial Planning Annual
Are you saving enough for retirement?
Pensions are important at any stage in life, and PK Group’s advisers can provide an initial free consultation to help you secure the retirement you deserve.
A complete financial planning service
We have an integrated model where IFAs work with tax planners, mortgage advisers and investment specialists. Our experts will assess your individual position and subsequently outline strategies to meet your objectives.
We offer impartial advice on:
- Auto Enrolment
- Drawdown pensions
- Group pensions
- Occupational pension schemes
- Self-Invested Personal Pensions (SIPPs)
- Stakeholder pensions
What other tax efficient opportunities are available?
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.
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 and trusts are just two examples.
Our IFAs can help you understand the tax advantages of a variety of investment products:
- Business Relief (BR) solutions
- AIM portfolio services
- Enterprise Investment Schemes (EIS)
- Venture Capital Trusts (VCTs)
Our specialist services are designed to help you manage complicated or sensitive situations.
Some of our specialist services include:
- Bereavement financial planning
- Education funding for school/university
- Care home fees planning
- Financial planning on divorce
PK Group appreciate that it is important to treat older clients, their families, and representatives with additional consideration.
SOLLA accreditation means you can be assured that we have the best expertise to best understand later life financial needs and the knowledge to provide advice that is right for you and your family.
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Why choose PK Group?
The Money Advice Service provides free and impartial money advice and guides to help improve your finances. Set up by the government, support is available both online and over the phone. PK Financial Planning LLP is featured on the Retirement Adviser Directory.
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A comprehensive resource library containing tax calculators, allowances & deadlines.