FINANCIAL PLANNING IN RICHMOND

Do you require long-term financial planning advice? Are you saving enough for retirement?

PK Group provide tailored advice on tax planning, financial planning, wealth management and mortgages in Richmond.

SAVE FOR THE RETIREMENT YOU DESERVE

We’ll help you prepare your ﬁnances and make you feel secure for the future.

PK Group use an integrated model where our advisors work with tax planners, mortgage advisers and investment specialists, to provide you with a complete ﬁnancial planning service.

During your free initial consultation, our experts will assess your individual position, advising on saving strategies so you meet your retirement goals.

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Unsure where to start? Our team can advise you.

Simply fill out your details below and we’ll get back to you to arrange your free consultation.

WHY CHOOSE PK GROUP?

We provide a friendly, bespoke service, that puts your needs ﬁrst.

Our financial planning process

PK Group use sophisticated cash ﬂow modelling and analysis as part of our ﬁnancial planning process. This ultimately helps to build a picture of your current and future requirements and is especially beneﬁcial for long-term ﬁnancial planning, such as setting retirement goals.

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FINANCIAL PLANNING FOR YOUR FUTURE

We have a proven track record in the following areas:

PROPERTIES MORTGAGES & PROPERTY ADVICE

Our independent advisers can manage the mortgage process and guide you through to completion.

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MAXIMISING INVESTMENTS TAX EFFICIENT INVESTMENTS

PK Group help our clients to identify, plan for and potentially mitigate their tax burdens.

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MAXIMISING ALLOWANCES INHERITANCE TAX

Without proper planning, tax liabilities could cost you a significant amount of wealth.

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FORWARD PLANNING LONG-TERM FINANCIAL PLANNING

We provide independent, fee-based advice and offer a broad range of financial planning solutions.

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STILL UNSURE IF THIS RIGHT SERVICE FOR YOU? Looking for advice on the following?

The auto enrolment pension scheme?
PK Group’s payroll team can leverage the knowledge and expertise of our tax specialists and financial advisers to manage your taxation and auto-enrolment queries.
How best to reduce inheritance tax?
There are multiple factors to consider in quantifying your IHT liability and a number of strategies to explore in reducing/mitigating this liability. Lifetime gifts ad trusts are just two examples.
Trust and estate planning advice?
You may want to establish a trust if you need to support someone who is unable to manage their money independently, or to ensure your own money is used to look after you in later life. If you run a family business and are thinking about succession planning, using a trust may be a good way to reduce tax to be paid on inheritance.

They help me cope with life’s new challenges
PK Group have supported me for 25 years. they do a great job of making sure my financial orders are in order, and help me cope with life’s new challenges.

PK Financial Planning Client

Impressive network of expertise
Fantastic team who are a delight to partner with. The PK team always keep their eyes on the ball, whilst having an impressive network of expertise at their disposal. Highly recommend!

PK Financial Planning Client

I would recommend them to anyone who expressed a need to speak to an adviser
Martin has been my adviser for over 20 years. He has guided me through the complexities of many types of investments and tax planning.

PK Financial Planning Client