PK Financial Planning & PK Wealth

Part of the Shackleton Group

PK Financial Planning & PK Wealth

As of March 21, 2025, PK Financial Planning (including PK Employee Benefits) and PK Wealth have joined the Shackleton Group as part of an acquisition.

At Shackelton, we believe it’s time for a new approach to financial advice, one which is fair, transparent, dependable and consistent – for the whole of the UK. One based on proven expertise and mutual respect. One which genuinely puts clients first and is bold in its simplicity.

We’re bringing together the most respected, professional financial advice practices and uniting them under one approach, one fair and affordable fee structure and a single set of values. The firms that join us are long established, typically for three decades or more.

For PK clients and partners, it’s business as usual. Your dedicated team will continue delivering the same high-quality service and trusted advice you’ve always relied on.

Paul Feeney, CEO of Shackleton says:

"We are thrilled to welcome the talented team at PK Financial Planning to the Shackleton Group. This acquisition enhances our footprint in the South of England and aligns perfectly with our ambition to become Britain’s leading financial advice firm"

What this means to our clients

Our team and services remain unchanged, and we’re still based from our offices Richmond and Sittingbourne. Over the coming weeks, you’ll notice our updated branding in line with Shackleton, along with new benefits designed to enhance your experience.

Patrick Kennedy, CEO of PK Group says:

"We carefully considered firms that would complement our approach and enable us to continue providing exceptional service to our clients while also benefiting from the additional resources of a larger group. Shackleton shares our high standards and commitment to excellence. This partnership will allow us to invest in and grow our business while ensuring our valued clients remain well-supported in the years ahead."

Learn more about Shackleton

Your dedicated team

The team is still here to support you every step of the way, now as part of the Shackleton group.

Adam Ryan

Managing Director & Head of Employee Benefits

Richmond

Murray Ewan

Employee Benefits Administrator

Richmond

Rob Gilham

Group Risk & Healthcare Consultant

Richmond

Tim Philpott

Senior Consultant

Richmond

Peter Collins

Compliance Manager

Richmond

Jonathan Birkett

Equity Release and Protection Adviser

Richmond

Martin Crawley-Boevey

Director of Financial Planning

Richmond

Hiral Khatri

Paraplanner

Richmond

Chirag Patel

Compliance Manager

Richmond

Bernard Rust

Chartered Financial Planner and Director

Richmond

Vicky Rouse

Employee Benefits Team Leader

Richmond

Josie Coyle

Employee Benefits Administrator

Richmond

Crystal Page

Senior Employee Benefits Administrator

Richmond

Graham Pearce

Chartered Financial Planner

Richmond

Aaron White

Senior Consultant

Richmond

James Porter

Financial Adviser

Richmond

Jonathan Haizel

Business Support Consultant

Richmond

Paul Baden

Business Support Manager

Richmond

Parminder Dhillon

Business Support Consultant

Richmond

Gemma Brown

Financial Administrator

Richmond

Vince Harvey

Compliance Officer

Richmond

Helene Jelman

Investment Consultant

Richmond

James Regan

Senior Investment Manager

Richmond

Michael Usher

Head of PK Wealth & CIO

Richmond

Personal Finance Portal

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Client portal

Our Services

Shackleton offers a full range of services, to learn more about them and how we can help, visit the pages below:

Get in touch

If you have any questions, please get in touch with your adviser or send us an email at pk@shackletonadvisers.co.uk or give us a call at 020 8334 9953.

Shackleton and Shackleton Employee Benefits are trading styles of PK Financial Planning LLP and PK Wealth Limited who are authorised and regulated by the Financial Conduct Authority. FCA Numbers 223145 and 669243. PK Financial Planning LLP is a Limited Liability Partnership registered in England & Wales, with number OC303592. PK Wealth Limited is a limited company registered in England & Wales, with number 08991126. The companies’ registered and correspondence address is 1 Parkshot, Richmond, Surrey, England, TW9 2RD.

Tell us about your goals.

Start working towards your financial goals today by booking a no-obligation initial meeting with one of our advisers

01273 204999

enquiries@shackletonadvisers.co.uk

23 Coleridge Street, Hove, East Sussex, BN3 5AB