Specialist Financial Planning

PK GROUP UNDERSTANDS YOUR UNIQUE NEEDS AND AIMS TO GUIDE YOU THROUGH TIMES OF CHANGE

Specialist services include:

• Bereavement financial planning
• Care homes fees planning
• Education funding for school and university fees
• Financial planning on divorce
• Insurance and assurance products
• Personal injury / Clinical negligence financial planning

FINANCIAL PLANNING ON DIVORCE

Going through divorce is a challenging time both emotionally and financially. PK Group can help you navigate the financial complexities of a divorce providing assistance in a number of ways:

• Holistic Financial Planning – Given the major financial impact a divorce could have, we can map out where you might be in the future, take into account current and future incomes and expenditures, and identify areas where we might help further. We can factor existing and new investments into a holistic financial plan.
• Pension Planning – Aside from the matrimonial home, pension assets are typically the largest asset to consider in divorce. We can advise on the best course of action regarding a possible pension split, using the skills of our in-house experts.
• Protection – We can arrange suitable insurance to cover maintenance payments in the event of death or serious ill health of an ex-partner.
• Investments – We can advise on tax-efficient investing and create an appropriate portfolio for your risk-profile.

INSURANCE AND ASSURANCE PRODUCTS

PK Group offers insurance and assurance services designed to help during unexpected times. Our advisers can provide guidance and set up a variety of plans and arrangements, such as:

• Income protection
• Critical illness cover
• Mortgage protection advice
• Life insurance
• Family income benefit

PERSONAL INJURY / CLINICAL NEGLIGENCE FINANCIAL PLANNING SERVICE

We have first-hand experience of working with individuals dealing with a life-changing injury.

We combine an empathetic approach to handling client needs with the technical skills to quantify what your requirements might be. Typically assisting the solicitor, we have the skills to review your situation, create a long-term plan to help protect the claim funds and manage the investments to meet your ongoing financial needs. We are also qualified to assess how a payout might interact with state benefit entitlements, and the role a trust can play when investing claim funds.