PK Group can help you understand your Automatic Enrolment responsibilities and obligations. Serving London and Surrey, PK Group’s expert advisers can help you during any phase of Auto Enrolment from your staging date to company wide implementation.
As part of their ‘Client Triumphs’ series, New Model Adviser asked Bernard Rust to share a favourite case.
PK Group have been profiled in the latest issue of New Model Adviser!
Former Bestinvest Chief Investment Officer Graham Frost (pictured) has joined forces with ex-Brooks Macdonald Director Michael Usher to launch a wealth management business for accountancy firm, PK Group. PK Wealth has received regulatory authorisation to offer investment management services and is poised to launch in April. At PK Wealth we will work with you...
PK Group, the leading London-based firm of accountants, tax specialists and financial advisers, has established a new discretionary fund management business, PK Wealth Limited, which has received regulatory approval. PK Group aims to deliver fully integrated wealth and business solutions for High Net Worth Individuals and Owner Managed Businesses and its business model embodies...
The rise of alternative investments has been one of the most significant trends of the past decade. A combination of extremely volatile conditions in the stock markets, together with the poor returns on offer in the bond markets, has prompted investors to broaden their portfolios in search of better returns and greater downside protection....
PK Group Partner Martin Crawley-Boevey appears in New Model Adviser to discuss our bespoke portfolio management service. Martin explains “A key objective of our clients should be to maximise total post-tax real returns, taking into account their appetite for risk. We evaluate and change strategies regularly against client circumstances and the external environment.”
From tax relief and asset evaluation to charitable donations, advising high net worth individuals is a specialist skill that requires advisers to take a holistic approach, says Martin Crawley-Boevey.
Clients’ expectations of service are increasing all the time in response to technological advances. As automation makes the basics of compliance more straightforward, the most successful practices will be those that build enduring relationships with their clients and move towards a more holistic, multidisciplinary model that encompasses financial planning as well as accounting and...
How can advisers address the FCA’s suitability concerns with a holistic approach to wealth management? Click here to find out more.