From tax relief and asset evaluation to charitable donations, advising high net worth individuals is a specialist skill that requires advisers to take a holistic approach, says Martin Crawley-Boevey.
Clients’ expectations of service are increasing all the time in response to technological advances. As automation makes the basics of compliance more straightforward, the most successful practices will be those that build enduring relationships with their clients and move towards a more holistic, multidisciplinary model that encompasses financial planning as well as accounting and...
How can advisers address the FCA’s suitability concerns with a holistic approach to wealth management? Click here to find out more.
Martin Crawley-Boevey was featured in the October edition of CityWire’s New Model Adviser magazine. Martin sat down with Bhavna Koli at New Model Adviser’s Breakfast Club event to discuss the growth of PK Group’s new Discretionary Fund Management service PK Wealth and growth plans for the group in general.
PK Director Bernard Rust scored a perfect 35/35 in FTAdviser’s weekly Mystery Shopper test. Bernard received a 5/5 score for his Speed of Response, Telephone manner, Relevant qualifications, Payment method, Guidance & Email. FTAdviser named Bernard Rust the Shopper’s choice and said in their verdict: “The adviser was professional, offered plenty of food for...
More than 10 years in the making, wealth management was the final piece in PK Group’s integrated financial service. The company already offered financial planning, tax, accounting and business advisory, and adding investment management through the launch of PK Wealth made sense, says CEO Patrick Kennedy. Click here to explore PK Wealth’s feature in...
Martin Crawley-Boevey sat down with New Model Adviser to discuss the importance of keeping up with technological advancements in financial services. Discover the feature here. Klikinvest gives the user access to an efficient investment experience for your long-term wealth and savings. You can open a SIPP, ISA or General Investment Account (GIA) using a...
Martin Crawley-Boevey featured in Citywire Round Table March edition publication, you can download it here.
Jonathan Birkett, PK Group’s mortgage, equity release and protection adviser at PK Group is featured in Investors Chronicle magazine, discussing available opportunities for equity release mortgages. Click here to find out more.
With the end of the tax year fast approaching, PK Group thought it would be most useful to set out some of the tax planning options that should be considered before the 5th April. Please note that our guide is purposely short and you are strongly advised to seek professional advice before acting. End...