2009 Wealth Management Awards

Killik & Co wins Best Wealth Manager for Tax Award 2009

Readers of the Financial Times and Investors Chronicle were invited to submit a detailed questionnaire about their wealth managers on criteria such as performance, fees, range of investment options and tax solutions, trustworthiness and general competence.

"Winning this prestigious award - and being shortlisted in five further categories - is a great accolade from our clients. Relationships have always been at the core of the firm’s offering, enabling us to provide a more personal, approachable independent service that marries both our investment and financial planning expertise to develop long-term relationships with clients of all sizes to help them preserve, grow and protect their assets." Paul Killik, Senior Partner.

Killik & Co was also one of seven firms short-listed for the following categories at the Investors Chronicle, Financial Times 2009 Wealth Management Awards:

Best Wealth Manager for Investments;
Best Wealth Manager for Alternative Investments;
Best Wealth Manager for Inheritance Tax & Succession Planning;
Best Wealth Manager for Trusts;
Wealth Manager of the Year.

For more information about how Killik & Co could help you plan for tax, visit our Financial Planning section.