PERSONAL FINANCIAL PLANNING – Wealth Management Services

Are you looking for an innovative discretionary wealth management service?

We currently offer a broad range of investment services with our BPS & MPS portfolio strategies at the core. We have specialist experience in managing Charity Portfolios and offer Direct Equity & Direct Corporate Bond portfolios for specific exposure. 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
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