PK Financial Planning LLP, part of PK Group, is the latest firm to choose Intelliflo’s Intelligent Office (iO) to run its management system.
PK Group, whose head office is based in Richmond, Surrey has taken 20 licences for its team of advisers and administrators. The firm is investing heavily in building post RDR client services. The aim is to provide high value to clients who engage in their Financial Planning services. Moving to Intelliflo illustrates their commitment to this project.
The benefits offered by iO’s sophisticated Personal Finance Portal (PFP), an online hub which enables clients to view their finances anywhere, on any mobile or web device, were a major factor in the firm’s decision to choose Intelliflo’s iO system.
Rob Walton, Intelliflo’s Chief Operating Officer (COO) comments: “We are seeing increasing numbers of advisers looking to future-proof their operating systems and the online benefits offered by PFP are proving to be highly popular. There is growing recognition that clients are increasingly expecting 24/7 access to their finances and PFP is specifically designed to deliver this.”
Martin Crawley-Boevey, a founding Partner at PK Financial Planning comments: “We are extremely impressed with what’s on offer with Intelligent Office. It gives us the functionality we need together with the opportunity to offer added value services to our clients in a cost efficient way.”
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For more information please contact Jo Rimmer at Redspark PR on jo@redsparkpr.com or call 07970 088 383.
About Intelliflo
Intelliflo (www.Intelliflo.com) has been providing information technology services to financial services companies since its formation in 2004. Its leading web-based business management software, Intelligent Office, helps financial businesses large and small to improve efficiency and increase profits. Intelligent Office supports over 1,500 firms and 13,300 users with assets under advice of £231 billion (as at 30 September 2015).
In July 2013 HgCapital, a leading European private equity investor in B2B technology companies, became a majority shareholder in Intelliflo Ltd. HgCapital has a wealth of expertise in developing web-based software businesses and is committed to supporting the next phase of Intelliflo’s growth.
In March 2015 Intelliflo was listed among the top 25 best performing privately owned technology companies in the UK mid-market. The list is compiled by Megabuyte’s independent and highly-regarded research team and is based on financial performance and long-term potential.
About PK Group
PK Group are a fast growing firm of Accountants, Financial Advisers and Tax Advisers based in Richmond Upon Thames, Chiswick and Woking. PK Group’s highly experienced team are dedicated to using their financial experience and expertise to grow and protect clients' businesses, income and wealth.
