The Work Index by Flexa

AKFP Group

AKFP Group is a chartered financial planning firm based in Lisburn, Northern Ireland, specializing in helping business leaders and retirees achieve their financial goals and live fulfilling lives.

https://akfp.net/
5.3

/10

Transparency ranking

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Description

AKFP Group, trading as AKFP Ltd, is a Chartered Financial Planning firm based in Lisburn, Northern Ireland. They specialize in helping business leaders and retirees achieve their financial goals and live more fulfilling lives. The company offers a personalized approach to financial life planning, emphasizing a holistic view of their clients' finances and overall well-being. They are proud of their accreditations, including Chartered status, BS 8577, and ISO 22222, showcasing their commitment to best practices and high standards in the industry.

AKFP Group is also dedicated to making a positive impact on the world. They are a Certified B Corp organization, reflecting their commitment to social and environmental responsibility. They support Young Enterprise Northern Ireland, a charity focused on developing employability skills in young people. Their commitment to ethical practices and community involvement further sets them apart as a reputable and values-driven financial planning firm.

Flexibility

AKFP Group does not mention any information regarding job flexibility on their website or job postings.

Benefits

The company does not mention any employee benefits in the provided website or job posting content.

Mission

AKFP Group, a Chartered Financial Planning firm based in Lisburn, Northern Ireland, is dedicated to helping individuals and businesses achieve financial security and live more fulfilled lives. They believe in the power of financial life planning, which focuses on understanding a client's goals and aspirations, and then developing a tailored plan to achieve them. This personalized approach encompasses all aspects of their clients' finances, from investment management to pension planning and estate planning. AKFP Group aims to provide its clients with the knowledge, tools, and support necessary to make informed financial decisions and ultimately live the life they have chosen for themselves.

Improving quality of life/health
Social impact led
Sustainability

Culture

AKFP Group promotes a culture of mutual respect, teamwork, and continuous improvement. They value attention to detail and go above and beyond expectations for both their clients and their colleagues. Their "why not?" approach encourages a spirit of innovation and a belief that there's always a better way to do things, creating a dynamic and supportive environment.

Collaborative
Engaging
Fun
People-first
Progressive
Supportive
Transparent

DE&I

AKFP Group actively promotes diversity, equity, and inclusion within its team and client base. They emphasize mutual respect among all stakeholders and actively seek to support Young Enterprise Northern Ireland, a charity that promotes enterprise and financial education for young people. Their website mentions a desire to "make the world a better place" and that they strive to "challenge the generic perception of financial services," implying a commitment to a more inclusive and equitable industry.

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