A & K Financial Management

At A&K Financial Management Limited, we pride ourselves on building long-term relationships with our clients, providing a holistic and bespoke financial planning service in the North East, Northumberland and beyond. Our office is based in Northumberland, although we also have office facilities available on the Quayside in central Newcastle. We are committed to giving uncomplicated and trusted advice to both the public and businesses.

We provide a wide range of services, whether you are looking to build, grow, protect or preserve your wealth. We don't believe in offering 'off-the-shelf' solutions; instead, we take the time to understand your individual needs and goals, providing tailored advice to help you achieve them.

Our Services

We specialise in providing high-quality advice on many aspects of wealth management, working closely with you to help you achieve your financial goals. From investment management to retirement planning, inheritance tax planning to mortgage advice, we can help you navigate the complex world of finance and make informed decisions about your financial future.

As a Partner Practice of St. James's Place Wealth Management, we have access to a wide range of support from one of the UK's largest financial advice companies. This includes access to a range of funds, expert investment managers, and specialist support teams, all of which enable us to provide the best possible service to our clients.

The Benefits of Working with Us

By choosing to work with us, you can expect:

• One-to-one financial advice tailored to your individual needs and goals
• Access to a wide range of investment funds and expert investment managers
• The support of St. James's Place, one of the UK's largest financial advice companies
• A dedicated team of financial advisers, backed up by market-leading technology and systems
• The peace of mind that comes with knowing your wealth is being managed by experienced professionals

Our Values

At A&K Financial Management Limited, we believe that wealth management is about more than just numbers and figures. It's about understanding your goals, values and aspirations, and working with you to build a financial plan that reflects your unique personality and circumstances.

We believe in building long-term relationships with our clients, based on trust, respect and open communication. We also believe in being transparent and accountable, always putting our clients' best interests at the heart of everything we do.

Meet the Team

Our team of financial advisers is dedicated to providing the highest level of service to our clients. With years of combined experience in the financial services industry, we possess a deep understanding of the complex and ever-changing world of finance. Our team is committed to staying up-to-date with the latest regulatory requirements, technological advancements and market trends, ensuring that our clients receive the best possible advice and service.