Our financial planning advice is driven by our commitment to provide solutions and ideas to maximise your investments. As independent advisors you can be assured that the advice you receive will be based on what is appropriate for your circumstances and needs.
Whether we are working with you to deliver personal investment strategies or reviewing corporate pension schemes, we remain focused on designing a strategy to help you increase the value of assets while maximising your tax liability.
WK Financial Management Ltd is the financial planning arm of Wilkins Kennedy. The team deal with a wide variety of personal and corporate investment needs, including:
- pension planning for employers
- pension planning for individuals
- retirement planning
- personal wealth management