To further strengthen our Private Client services, we have partnered with Credo. Credo is a wealth management business founded in London in 1998, with offices in the United Kingdom and South Africa, with current assets under custody of over £5bn.
Credo’s size and global reach mean they are the perfect fit for PKF, enabling us to provide a complete wealth management and joined up tax solution for our clients.
For more information or to speak with our team, you can reach us at credo@pkf-l.com.
Financial planning
Investment management
Trading services
Financial planning
Credo and the PKF Private Client team work seamlessly to provide you with the peace of mind that all aspects of your financial affairs, including your tax position, pensions, investments, and estate plans, are all working together for you in the most optimal manner.
Credo’s experienced Financial Planning team take the time to understand your needs and help you to achieve your goals; this may be in relation to growing your wealth, managing your retirement, or protecting your assets for future generations.
Investment management
By understanding your return targets and risk tolerances, Credo can select investment solutions to meet your needs. It aims to allocate capital across diverse asset classes to reduce overall risk whilst enhancing returns over the investment period.
Credo’s investment products range from direct equity and fixed income to multi-asset portfolios and funds.
Trading services
Credo gives you access to a highly sophisticated and near real-time trading and execution system. Its trading services are designed to cater to the needs of investors who require access to a diverse range of financial instruments and markets.
With Credo’s trading platform , you can trade in over 35 markets, including equities, fixed income, mutual funds (unit trusts), hedge funds, exchange traded funds, private equity funds and currencies. This extensive market coverage provides you with a wide range of investment options and opportunities to diversify your portfolios.
Meet Credo
William Godsave
William is a Senior Financial Planner at Credo and has been helping clients with their personal finances for the last 12 years. He is responsible for developing the financial advice proposition within Credo, and provides advice on all aspects of wealth management, including pensions and retirement, investment planning, insurance provision.
He is a Chartered Financial Planner and completed the Chartered Tax Advisor (CTA) qualification with the CIOT.
Jack Clayton
Jack is a Wealth Manager at Credo and advises individuals and families on a range of financial planning and wealth management matters. He provides advice across investments, pensions and retirement planning, tax-efficient strategies and estate planning, helping clients to structure their finances in a way that supports their long-term objectives.
He is passionate about delivering holistic financial planning and believes successful wealth management should go beyond investment performance alone, providing clients with clarity, confidence and a long-term strategy for their financial future.
Important Notice
PKF Littlejohn is not licensed to provide financial advice. Whilst Credo is independent from PKF Littlejohn, through a joint venture owned by PKF Littlejohn and Credo, PKF is entitled to a proportion of all fees arising from any advice given by Credo. If you have any questions about the relationship between Credo and PKF Littlejohn please contact your usual PKF Littlejohn contact or Stephen Kenny.
Credo Capital Limited is a company registered in England and Wales, Company No: 03681529, whose registered office is 8-12 York Gate, 100 Marylebone Road, London, NW1 5DX. Authorised and regulated by the Financial Conduct Authority (FRN:192204). ©2024. Credo Capital Limited. All rights reserved.
