Personal Financial Planning
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Financial Planning
Tailored advice on tax planning, financial planning, wealth management and mortgages.
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Our Financial Planning Process
PK Group offers 3 types of service: Financial Planning 365, Financial Planning Annual and Transactional.
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Wealth Management Services
Are you looking for an innovative discretionary wealth management service?
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Tax Planning Services
PK Group help our clients to identify, plan for and potentially mitigate their tax planning burdens.
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Property Advice
Independent mortgage advice from your first step on the property ladder through to later life requirements.
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Equity Release
Helping you to release money tied up in the bricks and mortar of your property for personal use.
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KlikInvest
Think about what you can achieve with our online automated investment service.