Why Choose Us

As a client of KRC Financial Management you will benefit from:

  • A wide range of investment options
  • To help you achieve your financial goals, we can recommend investing your capital across a wide range of innovative risk-based strategies from leading investment managers or bespoke portfolios can also be facilitated, by having access to more than 5,000 mutual funds, 1,000 Exchange Traded Funds, or 5,000 equities.

    KRC Financial Management also has access to a range of exclusive tax-wrappers to ensure that your investments are as tax efficient as possible.

  • The best pricing possible
  • Through partnering with investment experts, KRC Financial Management is able to provide strategic options designed to achieve your goals. These investment strategies look to diversify risk, meet your investment goals and seek to create wealth through innovative thinking within the right charging structure.

  • Access to our unique planning tools
  • By correctly understanding your appetite for risk, we can ensure that the goals you set are realistic and the investment strategies recommended are the most suitable. We ascertain your risk profile through a number of methods and display these in a way that is easily understood. With the technology that KRC Financial Management use we are also able to interrogate the risk profile of your legacy products, to ensure that they are correctly invested and, if not, to suggest alternative strategies.

  • 24 hour access to your portfolio
  • KRC Financial Management works in partnership with True Potential, who offers an industry leading support platform for directly regulated IFAs to manage their business. As part of their offering TP provide access to The Wealth Platform, which is a tool that allows us to provide you with a holistic view of your investments.

    You are able to view all your financial legacy and portfolio information in one location. This not only helps to improve efficiencies and supports cost savings for you, it also puts you in control of your finances through detailed reporting and 24/7 access from your PC, laptop or mobile device.