Martin Crawley-Boevey
PK Financial Planning LLP (trading as Shackleton Group)
Minimum savings/pensions: Any amount
0203 544 6810
Based in Richmond
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2022
4.7 out of 5
Checks carried out by VouchedFor
FCA Regulated
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 May 2025
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Martin has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martin has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Martin has provided information on their typical fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 May 2025
Martin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Martin has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Martin has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Martin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Martin has provided information on their typical fees
Martin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I have been an IFA for 30 years, assisting high-net-worth individuals in achieving their financial objectives. In 2003 I became a founding Partner in PK Financial Planning (PKFP) which became part of PK Group where I am a Board Director. In 2016 I was appointed as Director of PK Wealth (PK Wealth) the Discretionary Fund Management arm of PK Group. PKFP & PKW were acquired by Shackleton Advisers in March 2025. I am excited and proud to now be part of the Shackleton Team. I started my career in the City in 1986 working for a futures and options brokerage, where I covered most commodity and financial futures markets in the UK and US. I specialise in Tax Planning and Tax Enhanced Investments. Aside from work, I enjoy cycling, golf, five-a-side football and spending time with my family. I enjoy sports so much that I ran the New York Marathon in 1997!
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
PK Financial Planning LLP is a limited liability partnership registered in England and Wales No. OC303592. PK Financial Planning LLP is authorised and regulated by the Financial Conduct Authority.