PERSONAL FINANCIAL PLANNING

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

Financial Planning

Your financial plan can only start at one place – with you.

PK Group’s service offering is quite broad, so let us break it down for you.

All services begin with you and your needs. PK Group offers 3 types of service: Financial Planning 365, Financial Planning Annual and Transactional. A carefully designed financial plan can give you freedom to do more of the things you want to fulfil.

Our IFAs work with clients to provide expert financial planning advice and identify tax efficient opportunities. Each adviser can help you to protect your wealth and grow it for future generations.

Our financial planning process

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LONG-TERM FINANCIAL PLANNING GOALS

Benefits of our financial planning service.

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.
PK Group can ensure both a proactive and professional service. Each adviser is an expert in at least one financial discipline whilst also remaining knowledgeable in other fields. This means that our clients have direct access to our advisers expertise.

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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)

Not sure which investment product is for you?

Our IFAs can clarify the tax benefits of various investment products:

Business Relief (BR) solutions
ISAs
AIM portfolio services
SIPPs
Enterprise Investment Schemes (EIS)
Venture Capital Trusts (VCTs)

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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.

Insurance and assurance products

We are here to support you.

PK Group offers insurance and assurance services designed to help during unexpected times.

Our advisers can provide guidance and set up a variety of plans and arrangements, such as:

Income protection
Critical illness cover
Mortgage protection advice
Life insurance
Family income benefit

We also have first-hand experience of working with individuals dealing with a life-changing injury.

Personal injury
Clinical negligence

Typically assisting the solicitor, we have the skills to review your situation, create a long-term plan to help protect the claim funds and manage the investments to meet your ongoing financial needs.

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We don't stop there

Other financial planning support:

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Older and vulnerable client care

With SOLLA accreditation, we have the expertise to understand and advise on later life financial needs.

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Setting up a trust?

Establishing what type of trust to set up can seem confusing. Trusts can help manage, protect and pass on assets.

Explore the trust process

Currency transfers

Efficient currency transfers with no transfer fees. You could save time and money with Currency Direct’s efficient currency transfers.

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In other news

Experience smart financial planning.

State Benefit Entitlements Did you know?

We can assess how a payout impacts state benefits and the role of a trust in investing claim funds.

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Money Advice Service PK Financial Planning LLP is featured on the Retirement Adviser Directory.

The Money Advice Service offers free, impartial financial guidance online and by phone.

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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