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.
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.
Your home may be repossessed if you do not keep up repayments on your mortgage.
1 Parkshot, Richmond, Surrey, TW9 2RD
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