WEALTH MANAGEMENT

Looking to set up an Investment Portfolio?

Discover how we can help you achieve your long-term financial objectives.

PK WEALTH ARE INDEPENDENT INVESTMENT MANAGERS

We are motivated to select only the best possible solutions.

Structure your wealth.

PK Wealth is a PK Group company and provides a specialist investment management service for private individuals, companies, trusts and charities in conjunction with their professional advisers. We focus solely on our area of expertise with the aim of achieving long-term financial objectives for each client.

*Please note that your investments are exposed to risk and can go up and down in value.

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Unsure where to start? Our team can advise you.

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IHT Portfolio Service (IPS)

An innovative, discretionary portfolio management service providing diversified, risk rated exposure to AIM and Asset Backed managers.

ESG Portfolio Service (EPS)

Our sustainable solution is a suite of five globally diversified, risk-rated, actively managed multi-asset portfolios. Our process seeks to reduce negative impact, encourage change management and promote positive impact.

Direct equity and Direct Bond Portfolios

Actively managed portfolios incorporating direct UK listed equities and/or GBP denominated corporate bonds. Bespoke portfolios can be created for individuals applying for the Tier 1 VISA immigration programme.

Charity Portfolio Service (CPS)

Within PK Group we can provide a full range of financial services to charities and foundations from charity accounting, investment consulting to discretionary portfolio management.

Bespoke Portfolio Service (BPS)

High service level approach providing solutions tailored to individual requirements. Clients using this service have access to investment managers to discuss investment strategy and portfolio positioning.

Managed Portfolio Service (MPS)

Globally diversified, multi-asset, risk rated discretionary portfolio management service. Active, Passive and ESG solutions are available.

We have recently launched our Discretionary IHT Portfolio Service which combines AIM & Asset Backed managers on a risk weighted basis, currently unique in the market place.

MICHAEL USHERHead of PK Wealth & CIO

KlikInvest – our online automated investment service.
We offer an online automated investment service called KlikInvest with access to nine risk-rated low-cost globally diversified portfolios. You can open a SIPP, ISA or General Investment Account (GIA) using a simple online application process, with access to your portfolio 24/7.

A real differentiator
Your firm’s values show very clearly in the work they do and the trust they gain from clients like me. It’s a real differentiator.

PK Group Client

Rewarding and suitable
I have been able to run my financial affairs safe in the knowledge that the products they have offered me have been tax efficient, rewarding and suitable for my risk appetite.

PK Group Client

A key trusted adviser
Patrick works hard to ensure that he and his team always meet (and often exceed) our expectations. Above all, his dedication and loyalty have led him to become a key trusted adviser.

PK Group Client