OUR CLIENTS

We typically work with clients based in the South East of England, London and the Midlands. They include medical professionals, corporate executives and business owners with a significant level of income and/or net worth. As an independent firm, we are able to source solutions from across the entire market to meet their business or personal objectives.

The entire team focus on building long-term trusted relationships through the generations; ensuring clients receive the highest quality advice. Below is a selection of case studies, demonstrating how we have helped our clients to achieve their financial objectives. Read more case studies here.

INSURANCE SERVICES CASE STUDIES

Supporting an expanding business

Supporting an expanding business

We own one of the largest independent chains of sandwich bars in the London area, which we established in 1998. The problem was that our insurance costs were mounting with every new branch opening. PK Partnership helped us to find a better cover solution - saving us more than 20%!

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Protecting the family, home and assets

Protecting the family, home and assets

Over the years, I have been fortunate enough to acquire several rental properties and a holiday home. Also, as an avid art collector and the owner of classic cars, the protection of my assets is of grave importance to me. Amit helped me to consolidate my policies and take the stress away.

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FINANCIAL SERVICES CASE STUDIES

Planning for retirement

Planning for retirement

After a long and successful career I was looking forward to retiring in 5 years' time. I had a number of pensions and investments with various providers and was unsure of how much I would have to live on in retirement. PK Partnership gave me clarity and turned my retirement goals into reality.

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Wealth management

Wealth management

As the owners of a successful chain of pharmacies, we wanted advice on the best way to structure our affairs. Having started with just a modest store, then growing to 10 pharmacies and a multi-million pound turnover, our affairs had become ever more complex. Simplification was key.

Download full case study (PDF)

The case studies included on this page are real but the solutions we provide are always bespoke to a client’s individual needs and circumstance. Therefore you should not consider these case studies as financial advice. We recommend that you always seek guidance before making any financial decisions.

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