For advisers who want to concentrate on offering financial planning advice by outsourcing discretionary management services, PK Wealth provides a range of portfolio solutions. Click here to discover how we can help reduce overall investment risk: PK Wealth DFM Case Study
A solicitor successfully secured a Personal Injury settlement for a client who had been seriously injured in a car accident. The solicitor needed to find a financial adviser to review the client’s situation, create a long-term plan to help protect the claim funds and manage the investments to meet the client’s ongoing financial needs....
Review of the quarter The equity and credit markets are coping with trade uncertainty remarkably well. Conversely, the government bond market paints a bleak picture of the outlook with yields having plunged near previous lows. If both are correct, the market is expecting more Quantitative Easing – printing money to drive bond yields down...
PK Financial, part of PK Group, is a firm of financial advisers that installed Intelligent Office (Client Management System), in order to drive growth and efficiency across the business. In the video below, Director Bernard Rust discusses what the firm was looking for in a practice management system and why Intelligent Office was the...
