PKS Associates specialise in providing holistic advice in all financial planning areas such as mortgages, protection, investments and retirement.
We’ve been helping clients navigate complex financial markets since 1993, and from those very early days our business has evolved primarily through client recommendations.
Based in Rugby, Warwickshire, we provide objective financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being. Our clients are situated throughout the UK.
At PKS Associates, we use state-of-the-art technology, enabling us to meet all of our clients' financial needs, both personally and corporately, and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available, and our clients want to be certain that any recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our clients' interests – not someone else’s.
Call us now on 01788 536545 or complete our contact form
Our initial meeting is without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements. All initial meetings are free.
With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what’s most suitable for our clients and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.
Mortgages are possibly the largest single transaction in most people's lives. Buying a property can be a stressful and time-consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable deal.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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At PKS Associates, we believe It is important to consider your budget when getting a life insurance, to make sure the policy is right for your needs and affordable over the longer term, and you may prefer to choose from different options offered by the insurance company.
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Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or holiday home.
The value of investments and the income derived from them may go down as well as up, and you may not get back the amount originally invested.
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PKS Associates
6 Somers Road, Rugby,
Warwickshire CV22 7DE
T: 01788 536545
F: 01788 536945
M: 07973628302