Our Director of Financial Planning, Martin Crawley-Boevey, has recently qualified for the 2024 Guide to Top Rated Financial Advisers, based on the strength of the client feedback. PK Group put the client at the heart of everything we do, which is testament to Martin’s positive feedback. You can view the full guide here. VouchedFor...
Last Friday PK Group celebrated a huge milestone of 20 years! Speaking at the occasion, CEO Patrick Kennedy said: “A warm welcome to you all and thank you for joining in today’s celebrations. 20 years ago a few of us, including many present here this evening, joined forces with a common vision of providing...
We are delighted to announce that PK Wealth have been shortlisted for the 2023 Wealth and Asset Management Awards. Thank you to all involved in the process. PK Wealth applied for the ‘Innovation of the Year’ award with the IHT Portfolio Service. You can find the shortlists here: https://www.moneyage.co.uk/assetmanagementawards/shortlist23.php
15th February 2023 The external environment is characterised by high inflation which manifests itself in rising fixed and variable costs including wages. Where possible, we have attempted to pass on to our clients some of the increased costs but are mindful of the price elasticity of demand for our services which constrains the amount...
We are delighted to announce we have been shortlisted in the MoneyAge Awards for Small to Medium Wealth Management Firm of the Year 2021! We are very proud of our hardworking team for being recognised for these awards, especially with the difficulties that have been presented through the global pandemic. COVID 19 Response The COVID 19...
Our shared values are the glue that binds us together. We depend on one another so it is important there is alignment on our shared values between individual and corporate goals. For example, a third of our workforce are shareholders in the company. Roles and responsibilities are clearly defined. We share relevant information with...
PK Group is delighted to announce that PK Financial Planning has been ranked 60th on FTAdviser‘s list of Top 100 Financial Advisers 2020. Commenting on this achievement, PK Group’s CEO, Patrick Kennedy, said “It’s a great honour to be recognised by FTAdviser as a Top 100 firm. This has been made possible by the...
PK Group, the leading London-based professional and financial services firm, announces the completion of its acquisition of Trotman & Co., Chartered Accountants, of Surbiton in South West London. The existing Trotman & Co. team will continue as part of the enlarged firm. Discover the full article here. Commenting on the completion of the transaction,...
Recently our Director of Financial Planning, Martin Crawley-Boevey, contributed to part one of a roundtable discussion entitled ‘The Future of Retirement.’ The discussion was hosted by Citywire in association with Standard Life. During the conversation, financial advisers discussed how client relationships are key in helping to plan for different phases of retirement. Do you...
PK Group can help you understand your Automatic Enrolment responsibilities and obligations. Serving London and Surrey, PK Group’s expert advisers can help you during any phase of Auto Enrolment from your staging date to company wide implementation.