A&K Financial Management Limited was formed in 2015 when its founding Partners, Aimee and Karl, accepted an invitation to join St. James's Place Wealth Management. Prior to this, Aimee and Karl gained a wealth of industry experience in roles across the finance industry, ranging from bank manager and corporate relationship management roles, to their roles as financial advisers since 2011.
Their success is built on trust and owed to our strong customer relationships.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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Having dealt with Aimee for financial advice some time ago, on the back of a recommendation, I asked Aimee for some advice on investing a small inheritance. I wanted to make this money work to help with retirement planning. Aimee came to see me at home. She was very friendly and understood exactly w...
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.