PERSONAL FINANCIAL PLANNING

Tailored advice on tax planning, financial planning, wealth management and mortgages.

Sophisticated cash flow modelling and analysis is adopted as part of the financial planning process to:

  • Help alleviate client concerns
  • Help to build a picture of your current and future requirements
  • Benefit long-term financial planning
  • Help with settling retirement goals

We offer impartial advice on:

  • Annuities
  • Auto Enrolment
  • Drawdown pensions
  • Group pensions
  • Occupational pension schemes
  • Self-Invested Personal Pensions (SIPPs)
  • Stakeholder pensions

Our IFAs can help you understand the tax advantages of a variety of investment products:

  • Business Relief (BR) solutions
  • AIM portfolio services
  • Enterprise Investment Schemes (EIS)
  • ISAs
  • SIPPs
  • Venture Capital Trusts (VCTs)
Unbiased professional experience

Thank you Bernard, it was a real pleasure to talk to you. At this time of great change, it is so good to have your unbiased professional experience and advice.

PK Financial Planning
Fully integrated approach

I’ve known Martin Crawley-Boevey for many years and PK Group have always delivered a fully integrated approach to dealing with my tax and financial planning requirements. They have helped me with setting up the appropriate pension scheme while also giving me access to some unique investment opportunities.

Financial Planning Client
Exceptional knowledge

Being a cautious soul, they have made my money work for me in ways I could not have ever imagined. I trust them because of their exceptional knowledge, only ever telling the truth and always acting consistently.

Financial Planning Client
Really helpful

Thanks for your help throughout all of this process. Your expertise at the beginning to find us a great rate, in addition to your support afterwards, was really helpful.

Mortgage Client
OUR QUALIFICATIONS & ACCREDITATIONS FROM THESE TRUSTED PROFESSIONAL BODIES
PK Employee Benefits
Get in touch

We're here to help

  • Call us today

    Arrange a call to speak to one of our financial planning experts.

    ‭+44 20 8334 9953‬
  • Chat to us

    Use our live chat messaging service in the bottom right of the screen.

  • Send us a message

    Alternatively you can fill out the form below and we’ll get back in touch with you.

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  • Resource Centre

    A comprehensive resource library containing tax calculators, allowances & deadlines.

    Resource Centre
EXPERTS IN PERSONAL FINANCIAL PLANNING

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