We are thrilled to announce a partnership with GrowthInvest to provide access to our IHT Portfolio product, which offers advisers and their clients combined exposure to Alternative Investment Market (AIM) & Asset Backed (AB) investments, incorporating a range of different Portfolio Managers with different investment strategies. The partnership with GrowthInvest means that all this...
We are delighted to announce we have been shortlisted in the MoneyAge Awards for Small to Medium Wealth Management Firm of the Year 2021! We are very proud of our hardworking team for being recognised for this award, especially with the difficulties that have been presented through the global pandemic. COVID 19 Response The COVID 19...
In this final part of a mini-series looking at retirement coaching, working in conjunction with The Lang Cat and Ascentric, Martin Crawley-Boevey and Michael Usher explain the intrinsic links between coaching techniques and their planning and investment processes. Martin Crawley-Boevey, Head of Financial Planning. Coaching and the advice process We have a six...
Partnership with Anorak Technologies We are proud to announce our partnership with Anorak Technologies. The partnership sees Anorak’s advice platform embedded into PK Group’s recently launched PK Engage app which provides employees with interactive access to their employee benefits. PK Employee Benefits app, PK Engage, enhances employees’ understanding of their benefits and the true...
