Alongside our investment and financial planning expertise, we offer a full suite of complementary services. This way we are able to offer you the correct guidance and counsel, whatever the question.

Managed Investment Services

Entrust the day-to-day management of your investments to your dedicated Investment Manager.

Advised Investment Services

Maintain full responsibility for each and every decision made on the portfolio, whilst still benefiting from our award-winning advice, dealing and custody services.

Specialist Investment Services

Available to our Managed clients, our Specialist Services offer direct access to specific markets and individual areas of expertise.

Wealth Planning

Whether you require a thorough Financial Plan or you wish to look into a specific issue such as Inheritance Tax, Estate Planning, or a Defined Benefit Pension Scheme, you can engage our Wealth Planners to undertake advice on an individual or a recurring basis, according to your priorities and requirements.

Trust Services

Our Trusts team have decades of experience in dealing with Trusts and their associated complexities. They are able to offer assistance and advice throughout the set up as well as the ongoing administration of various types of Trusts such as discretionary, charitable and bare.

Tax Services

Whilst we are not specialist tax advisers, our Wealth Planners can provide advice on how to make the most of the tax efficient options available to you. We also offer a highly competitive Personal Taxation service, that was specifically set up with our investing clients in mind.

Lasting Power of Attorney

The Killik & Co Power of Attorney Service offers a simple way to make a Lasting Power of Attorney (LPA), with assistance and advice provided every step of the way.

Wills and Estate Planning

The Killik & Co Will Writing Service offers a simple, empathetic way to make a Will. Our Wealth Planning Team are also able to undertake specific reviews to ensure that all aspects of your estate are covered and will often work alongside our Will Writers to see this through to completion.

Family Office

As the Killik & Co core services look after your financial life, the Family Office works with both individuals and families to facilitate the other aspects of everyday living. Acting as trusted advisors, the team offers a truly uncompromised and individual lifestyle management service that spans banking, property, insurance, Private Equity, art, aviation, collectables, education and philanthropic interests.

Currency Service

The Killik & Co Currency Service provides access to highly competitive exchange rates when transferring money to, or from, overseas bank accounts as well as helping you mitigate currency risk.

Shareowner Services

Clients are able to opt-in to receive shareholder materials electronically or by post directly from the company in which they hold shares.