Recently our Director of Financial Planning, Martin Crawley-Boevey, contributed to part one of a roundtable discussion entitled ‘The Future of Retirement.’ The discussion was hosted by Citywire in association with Standard Life. During the conversation, financial advisers discussed how client relationships are key in helping to plan for different phases of retirement.
Do you have a plan for retirement? We provide expert advice to help our clients achieve their financial goals. As your circumstances change, our regular reviews will help manage your expectations and define future plans.
PK Group’s advisers can help you manage your finances so you are better prepared for the future. Our experts take time to fully comprehend your situation and your expectations to ensure the advice they give is of optimal value. We provide independent, fee-based advice and offer a broad range of financial planning solutions.
PK Group is committed to the adoption of the nine principles of the Pension Transfer Gold Standard, a voluntary code of good practice defined by the Personal Finance Society (PFS). The Gold Standard is primarily about empowering consumers and setting clear expectations of what to expect from financial advice. PK Group uses sophisticated cash flow modelling and analysis as part of the financial planning process to help alleviate client concerns. This process helps to build a picture of your current and future requirements and is especially beneficial for long-term financial planning, such as setting retirement goals.
