Wealth planning & Private client

Wealth Planning & Private Client

Your personal wealth matters as much as your business finances. That’s why we offer you a tailor-made wealth management service through Ak, a trusted partner of ours with whom we have a long and strong relationship.

Ak experts understand that financial planning is not a one-size-fits-all affair. They can provide you with advice that suits your specific needs, whether you need a one-off consultation or a comprehensive plan with ongoing support.

Pension and Retirements

Selling your business may seem like the best way to fund your retirement, but don’t overlook the benefits of pensions. Pensions can offer you tax advantages and a steady income for your golden years. Our financial planners will help you understand all the options and opportunities that pensions can provide. They will explain everything in clear and simple terms, and advise you on how to make the most of your allowances and savings. We are your friendly and professional partner in planning for your future

Tax-efficient investing

You deserve to have more control over your personal tax bills. AK financial planners can help you explore a variety of options, from simple and safe ISAs and pensions to more sophisticated and adventurous schemes. They can help you choose the best option for your goals and your risk appetite.

If you want to learn more, or access the guide to AK Wealth Planning Service, please contact your advisor today. They are ready to assist you with your personal finance needs. We are your caring and expert partner in managing your wealth.

Investment management and advisory services

With the help of our team, you can enjoy a range of investment services that are based on a solid and rigorous investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals.

You can choose how involved you want to be in your investments. You can let an expert manage your portfolio for you, or you can make your own investment decisions with the guidance of an investment advisor. Whatever your preference, AK team can help you achieve your financial goals. We are your flexible and trusted partner in investing your wealth

The cost of tomorrow

Have you ever wondered how much you will spend in your lifetime, and how much you will need to save for your retirement? Ak  experts have prepared a report that answers these questions and more. Forecasting Our Future Spending, reveals how much we will spend on different categories of expenses across our lifetime, and how much our spending will change once we retire. The numbers are astonishing and eye-opening. They will make you think twice about your financial planning and your future lifestyle.

Combined financial planning and investment Services

Wealth management is not a one-man show. It requires the collaboration of experts in different fields of finance. Advisors who try to do both investing and financial planning at the same time often end up doing neither well.

That’s why we offer you a team of specialists who work together to help you achieve your financial goals. Your financial planner designs a strategy that suits your needs and aspirations. Then, your investment manager or advisor builds your portfolio and makes sure it matches your strategy and your situation. We are your dedicated and coordinated partner in managing your wealth.

Services for business owners

At AK, we care about more than just your business finances. We also offer financial planning services to help you achieve your personal goals and protect your future. Some of the ways we can help you are:

  • Securing your business from unexpected events such as your death or the loss of a key employee
  • Planning your exit strategy and knowing when you can retire comfortably
  • Converting your business assets into personal wealth in the most tax-efficient way possible
  • Supporting you and your corporate advisor throughout the process of selling your business
  • Setting up auto enrolment for your staff members and ensuring compliance

We work closely with AK advisors, who share our values and vision. Together, we can help you make the most of your hard-earned money and enjoy the fruits of your labour

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