A&K Financial Management Limited
Associate Partner Practice of St. James's Place Wealth Management
“A&K Financial Management have supported us with our medium and long-term financial planning, consistently providing high quality advice, and exceeding our targets for financial growth. The level of service and professionalism that Karl & Aimee display is second to none, with them often going the extra mile. I would highly recommend their services to anyone, especially these looking for a thorough and trustworthy exploration of their investment options.”
Stephen Brown, Company Director, Morpeth
“A&K Financial Management came highly recommended and they didn’t disappoint. Both advisors are extremely knowledgeable and explained all options to us thoroughly and clearly so that we could make the best decision for us. I now recommend them to all my clients as well as trusting them with my own financial affairs.”
Louise Pattison, Chartered Accountant, Washington
“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 what I wanted to achieve. We discussed various options, she went away, produced some documentation illustrating the plans she had in mind, plus some other options. She sat and we discussed the illustrations explaining the pros and cons of each. Within a short period the plan was up and running. I would wholeheartedly recommend Aimee.”
David Webster, Northumbria Police
“Aimee has been amazing she has given me great advice about investments, ISA savings and how to make the most of my pension pot! Responds to any queries I have the same day. I get regular update on the progress of any savings. She is not only very professional but is a lovely genuine person. Thank you so much your advice it has been invaluable over the last 18 months.”
Ann Hutchings, Staff Nurse NHS
“Aimee was recommended to my husband and she was amazing. Sorting out some financial questions about his mothers estate, decisions that were very difficult under the circumstances. Aimee was prompt, kind, sympathetic, very understanding and provided information in simple terms. Afterwards, I decided to ask Aimee for advice on a small pension which was due to me. The pension highway is very difficult to navigate, Aimee came round to our house and over a cuppa was able to advise me about the process and suggest a good investment prospectus. She was in no rush and answered the same question I’m sure a dozen times. Aimee provided printed information offering several different options and no time scale for me to make any decisions. Decision made, money invested and Aimee on hand to advise for my retirement. I feel very confident that my finances are in good hands, and that Aimee is on hand to answer any questions which may arise. Planning for retirement doesn’t feel so daunting now. I would highly recommend Aimee for any financial planning.”
Joy Webster, Northumbria Police
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The favourable tax treatment of ISA's may not be maintained in the future and is subject to changes in legislation.
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.
A&K Financial Management Limited is registered in England and Wales, Number 11010145. Registered Office: 19 Abbots Way, North Shields, NE29 8LU.