PERSONAL FINANCIAL PLANNING

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

Financial Planning

Your financial plan can only start at one place – with you.

PK Group’s service offering is quite broad, so let us break it down for you.

All services begin with you and your needs. PK Group offers 3 types of service: Financial Planning 365, Financial Planning Annual and Transactional. A carefully designed financial plan can give you freedom to do more of the things you want to fulfil.

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.

Our financial planning process

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LONG-TERM FINANCIAL PLANNING GOALS

Benefits of our financial planning service.

We can help you manage your finances so you are better prepared for the future.
Our experts take time to fully comprehend your situation and your expectations to ensure the advice they give is of optimal value. We provide independent, fee-based advice.
PK Group can ensure both a proactive and professional service. Each adviser is an expert in at least one financial discipline whilst also remaining knowledgeable in other fields. This means that our clients have direct access to our advisers expertise.

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WHY FINANCIAL PLANNING COULD BE IDEAL FOR YOU

Individuals and families come to us for professional financial planning advice for a variety of reasons.

Long-term financial planning goals e.g. ISAs, EIS and VCT products.

Cash flow planning
Mortgages & property advice
Trusts & estate planning
Tax efficient investments

Retirement and pension planning Pensions are important at any stage of life.

We offer a free consultation to help secure your retirement with expert, tailored financial advice.

Inheritance tax planning (IHT) Without proper planning, tax liabilities could cost you a significant amount of wealth.

Our expert team advises on tax efficiency and IHT, using strategies like lifetime gifts and trusts.

We offer impartial advice on: Self-Invested Personal Pensions (SIPPs).

Annuities
Group & stakeholder pensions
Auto-enrolment
Occupational pension schemes
Drawdown pensions

Not sure which investment product is for you?

Our IFAs can clarify the tax benefits of various investment products:

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

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Bereavement financial planning We are here to support you.

You may be entitled to bereavement allowances. The estate must pay taxes before inheritance.

Education funding for school & university fees All services begin with you and your needs.

They can apply for student finance, including a Tuition Fee Loan to cover full university fees.

Education funding for school and university fees

Care home fees planning Specialist financial planning.

We follow a strict code of ethics and offer expert advice on long-term care funding products.

Financial planning on divorce Expert advice tailored to your requirements.

We follow a strict code of ethics and offer expert advice on care fee products across the market.

Insurance and assurance products

We are here to support you.

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

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.

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