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...
The Tory Manifesto promised increased public spending for the NHS and education, and higher investment in the North of England and the Midlands. All this spending will have to be funded. Before Christmas, Sajid Javid mentioned a change to the Treasury rules, necessary to pay for public investment after more than 10 years of...
We appreciate that trusts can be complex. Why not download our guide to discover the benefits of setting up a trust, who uses them and the role of a trustee.
Take a virtual tour which highlights some of the benefits of our services. Innovative technology helps our advisers to engage with you, create a clearly defined goals-based financial plan, and manage your changing requirements. Watch it here.
Are you a first-time buyer? If you are thinking of purchasing a property, then we can help. Why not download our home buying guide which includes a variety of content, such as the buying process, types of mortgage, what deposit you will need and insurance insights. Download the PK Group Home Buying Brochure.
PK Group wish you a Happy Holidays and hope that you have a happy, healthy and prosperous New Year!
For advisers who want to concentrate on offering financial planning advice by outsourcing discretionary management services, PK Wealth provides a range of portfolio solutions. Click here to discover how we can help reduce overall investment risk: PK Wealth DFM Case Study We work with you to provide solutions that match your needs. Our portfolio...
A solicitor successfully secured a Personal Injury settlement for a client who had been seriously injured in a car accident. The solicitor needed to find a financial adviser to review the client’s situation, create a long-term plan to help protect the claim funds and manage the investments to meet the client’s ongoing financial needs....
Review of the quarter Both equities and bonds rallied strongly across the world, the opposite of the previous quarter. At the end of last year investors worried about trade wars, rising US interest rates, and slowing world growth. The trigger for the relief was the US Federal Reserve changing stance to become softer on...