Wealth Management
Why Killik & Co?
We tailor our service to the individual requirements of each client, making our approach very personal. We offer whole of market advice rather than a "one size fits all" solution. Our Wealth Management service is provided by Chartered Financial Planners, who undertake a regular programme of Continuing Professional Development to maintain and improve their knowledge and skills.
We have a structured four stage advice process;
- helping clients to identify their goals and aspirations,
- establishing a plan of how to achieve those goals,
- implementing any new products which may be required
- reviewing and adjusting their plan to match their changing circumstances.
We offer specialist advice and services in a wide range of areas for individuals.
Why a Chartered Financial Planner?
This is the industry's gold standard for firms of financial planners. Chartered Financial Planner status is awarded once a rigorous qualification criteria has been met by the individual. It confirms that we have satisfied those qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership conditions of the Chartered Insurance Institute (CII), which with 90,000 members in 150 countries is the world's largest financial services professional body.
It also involves a commitment to Continuing Professional Development and adherence to an industry standard Code of Ethics and Conduct. You can view the Code at www.cii.co.uk within the section on Membership.
Chartered titles remain the benchmark of excellence and integrity and when you use a Chartered Financial Planner you are dealing with a proven professional.
