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...
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...
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....
On 25 July 2017 PK Group took on Bell Integration in a friendly cricket match at the NPL sports ground. Bell Integration batted first and posted an impressive score of 155 in the allotted 15 overs. The PK Group team fielded in an organised manner supported by great wicket keeping from John Waller. Special...