About Us

Since 2003, PK Group have helped individuals and businesses achieve their financial goals.

Our vision

Passionate and Proud

Our vision is to consolidate our position as a leading provider of holistic financial solutions. Our integrated service offering enables us to provide a diverse range of solutions and build long-lasting client relationships.

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Our Core Values

Everything we do for our clients is based on six fundamental core values:

TRUTHWORTHINESS

Trust is essential in the financial services industry. It is crucial in establishing and maintaining

INTEGRITY

To be seen as a firm with longstanding integrity will always be a core goal and value to us.

COURTESY

Professional courtesy is the cornerstone of any functional business relationship.

SERVICE

Our advisers take pride in delivering exceptional customer service and enjoy going the extra mile.

AMBITION & COURAGE

We are always trying to improve, both as a company and as individuals.

DISCIPLINE

Our advisers will always do what they say they will do, and will never over promise or under deliver

The perfect partners
PK Group have been the perfect partners for us. Having been able to rely on their expertise and services across accounts, finance, payroll, tax and corporate governance, we have had more time to focus on innovation, growth and developing a successful business.

PK Group Client

A real differentiator
Your firm’s values show very clearly in the work they do and the trust they gain from clients like me. It’s a real differentiator.

PK Group Client

A very high level of service
Patrick is a consummate professional. His organisation has provided a very high level of service to our organisation on a consistent basis. He has taken time to understand our organisation fully – vision, strategy, culture.

PK Group Client

Overwhelmed with the support
I speak with Crystal on a regular basis and find her so kind and helpful! Crystal responds to my queries quickly and is always so happy to help. I’ve been overwhelmed with the support we have received so far.

Head of HR at Tech Firm

All round service and long term working relationship
I have worked with John since the inception of our business in 2005. In the early days John was very helpful with his knowledge of tax affairs and business planning.

Accountancy Client

We have moved home!
We just wanted to thank you for your support with the mortgage, we really appreciate how quickly you turned everything around for us. We have moved home and everything went through thanks to your help at the start of the process.

Mortgage 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.

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 Group Client

A credit to your organisation
Really impressed with all my engagements with PK Employee Benefits. Both Vicky Rouse and Tim Philpott are a credit to your organisation.

Employee at IT Consultancy

Software used

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