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 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.
David te Brake
David is a Certified Financial Planner who has been advising on and managing clients’ wealth since 2010. He specialises in building retirement investment portfolios for clients nearing or entering retirement.
He has worked as an independent financial advisor for the duration of his career and has good insight into what is on offer across the market.
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.
