Wealth Planning

Killik Wealth Planning services are provided by Killik Chartered Financial Planners which is the specialist financial planning arm of Killik & Co. We provide high quality, transparent, impartial holistic wealth planning to those who are serious about growing, protecting and preserving their wealth.

As a leading wealth management provider, we believe in providing comprehensive independent financial planning services. Our private wealth management planners are holistic in their approach and cover all aspects of your financial matters from pensions and annuities to inheritance tax planning and trusts to ensure that you have the correct financial architecture in place to meet your private wealth management planning objectives.

We help you identify and reach your financial goals and objectives in order that you may achieve the lifestyle which you desire. We are a leading wealth management provider because we work with you through the various stages of your life, whether that is growing, protecting, preserving or ultimately distributing your wealth, to ensure that your objectives are achieved as efficiently as possible.

Only once the right financial foundations and the structure is in place can a Killik & Co Broker then create a bespoke investment strategy that meets with your attitude to investment risk, time horizons and ultimately assist with delivering your financial and lifestyle vision.

We believe in transparency and therefore all our services are provided on a clear, and fair, fee basis. We will not undertake any work without previously agreeing the work to be undertaken and the corresponding fee.

For more information on how we charge fees, please see “Our fees”.

We recommend that clients opt for our comprehensive wealth planning service as this approach ensures that every aspect of your personal finances is aligned to achieving your overall financial and lifestyle vision. However, we acknowledge that this level of service is not always desired and therefore provide targeted or ad hoc financial advice through our focused wealth planning service.

Through our offshore branch in Dubai, we provide specialist financial planning for those who may not be UK resident or UK domiciled.