We are proud to offer a holistic and bespoke financial planning service in the North East, Northumberland and beyond. Our office is based at the prestigious Milkhope centre in Blagdon. 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 specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Services
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.
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