At PRAKASH K PRAKASH, our Clientele Department is able to provide truly objective and well-researched independent financial advice that is tailor-made for each client.
All of our advice is individually prepared for each client and not restricted to "best buy" lists or a limited product panel, as we believe that good financial advice is more than just picking products 'off the shelf'

We believe that your personal financial planning should be handled 'in the round', so that tax planning and investment strategies are devised and maintained side by side; rather than as separate and, perhaps, conflicting disciplines. We are one of the few accountancy practices that offer fee-based financial planning advice as an integral part of our Private Client Department's services, working closely with our tax specialists. We first gain a thorough understanding of your existing financial position and future needs, researching all the relevant options available to you and then helping you to reach an informed decision. Where appropriate, our relationship can be ongoing and proactive, rather than being structured around an annual review meeting.
We also understand the need for our services to be easily accessible and cost-effective. Our Online Valuation Service enables you to obtain up to date portfolio valuations at any time. Our fee-based charges are transparent and value for money.
Independent Financial Advice

As a firm of Chartered Accountants, our advice is truly impartial and professional - we act solely in your best interests and are not restricted to the products and services of only one or a few companies

Expert Advice

Our financial advisory and administrative staff hold relevant professional qualifications, as well as undertaking continuous professional development in accordance with the Financial Services Authority's Training and Competence regime.

Quality Research

We don't expect you to simply take our word for it, when giving you advice. All our recommendations are confirmed in writing, often as part of a comprehensive review and report service. We will always give you the reasons for our recommendations, why we consider our advice to be suitable for you and how we have reached our conclusions. However, we do our best to ensure that our reports are concise, easy to understand and jargon free. We do not believe in restricting you to a selected list of managed funds or products and we use our specialist systems to research and compare the entire market.

Ongoing Reviews & Online Valuations

We deal with clients rather than customers and, therefore, do not offer an 'execution only' or non-advice service, since we believe that comprehensive advice is essential for effective financial planning. Following the implementation of your initial instructions, we will agree your personal requirements in respect of ongoing advice and future reviews. This ensures that our advice avoids becoming out of date, or inappropriate for your changing circumstances.

Reputation

We have a longstanding reputation as accountants and personal financial planning specialists and several of our Partners and advisers are acknowledged experts in their fields, as evidenced by the firm's regular contributions in the national and financial press and TV.

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