PK Financial Planning LLP

Independent Financial Adviser  1 Parkshot, Richmond, Surrey, TW9 2RD
First meeting at adviser's own cost
PK Financial Planning helps individuals and businesses achieve their financial goals. It is part of Richmond-based PK Group which was formed in 2003 and is an innovative, proactive firm.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
Mr Miles Hawkins DipPFS
Senior Consultant

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

Mr Martin Crawley-Boevey DipPFS
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Ms Jean Evans
Senior Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Bernard Rust FCII; EFP; BA Hons; STEP Affiliate
Director; Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner Later Life Accredited Adviser
Mr Adam Ryan
Head of Employee Benefits

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I’ve known Martin Crawley-Boevey for many years and PK Group have always delivered a fully integrated approach to dealing with my tax and financial planning requirements. They have helped me with setting up the appropriate pension scheme while also giving me access to some unique investment opportunities. I have been able to run my financial affairs safe in the knowledge that the products they have offered me have been tax efficient, rewarding and suitable for my risk appetite.
Sukhjinder Singh, London
Jean has worked with our business for 5 years and during that time we have found her to be thoroughly professional, technically strong and a great problem solver. Jean has worked on a range of issues including pensions, death in service, permanent health insurance, critical illness, private medical and overall benefits strategy.
Anonymous - Finance Director, London
About us

PK Financial Planning was ranked 60th in the FTAdviser’s Top 100 Financial Advisers of 2020. Our personable IFAs help clients to protect their wealth and plan for the future. We are dedicated to giving you expert tax, mortgage and wealth planning advice. The PK Group team was commended in the 2019 Richmond Business Awards and shortlisted for the MoneyAge 2019 Financial Adviser Award: Small to Medium Firm of the Year.

We provide expert advice to help you achieve your financial goals. If you require assistance with your financial affairs, your company finances or are thinking of creating a financial plan for your family's future we may be able to help.

Additionally, the Employee Benefits team provide employee benefit arrangements and solutions to businesses across the UK.

By understanding a company’s requirements, PK Employee Benefits are able to provide and administer tailored benefit arrangements, supported by the latest technology.

Having established the requirements of your benefits package, we will carry out the implementation process that best suits you.

Our services

We provide independent, fee-based advice and offer a broad range of financial planning solutions. We have an integrated model where IFAs work with tax planners, mortgage advisers and investment specialists to provide a complete financial planning service. During a free initial consultation, our experts will assess your individual position and subsequently outline strategies to meet your objectives. As your circumstances change, our regular reviews will help manage your expectations and define future plans.

PK Financial Planning 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.

Where to find us
Head office address: 1 Parkshot, Richmond, Surrey, TW9 2RD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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