FINANCIAL PLANNING
Do you have a plan for retirement? We provide expert advice to help our clients achieve their financial goals. As your circumstances change, our regular reviews will help manage your expectations and define future plans.
SPECIALIST FINANCIAL PLANNING
Our advisers can help you navigate complex financial situations such as dealing with bereavement or divorce. We can help during the probate and estate administration process and advise on the impact of your changing circumstances.
TAX PLANNING
Do you want to protect your legacy? PK Group help our clients to identify, plan for and potentially mitigate their tax burdens. Our advisers can discuss a variety of different tax efficient options appropriate for your individual needs.
PK GROUP FINANCIAL PLANNING VIDEO
Take a virtual tour which highlights some of the benefits of our services. Innovative technology helps our advisers to engage with you, create a clearly defined goals-based financial plan, and manage your changing requirements.
Older and Vulnerable Client Care
We appreciate that it is important to treat older clients, their families, and representatives with additional consideration. SOLLA accreditation means you can be assured we have the expertise to best understand later life financial needs and provide advice that is right for you and your family.
Setting up a trust?
Trusts can help manage, protect and pass on assets. Establishing what type of trust to set up can seem confusing. Our guide explains the benefits of setting up a trust, who uses them, the roles within a trust and the setup process.
Additional resources
The Money Advice Service provides free and impartial money advice and guides to help improve your finances. Set up by the government, support is available both online and over the phone. PK Financial Planning LLP is featured on the Retirement Adviser Directory.
OUR OFFICE LOCATIONS
PK Group assists clients throughout the UK, with offices in London and Surrey.
CONTACT US
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.
