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