Our Services

Savings | Planning | Investments

Save

Silo

Silo is an astonishingly effortless way to save little and often. It intelligently calculates what you can afford to save each week and makes your savings work harder, by investing them on your behalf.

Plan

Comprehensive Wealth Planning

A holistic approach where our planners look to align every aspect of your financial life in order to achieve your overarching financial ambitions.

Focused Planning

Specific advice in a focused area such as Inheritance Tax planning or, for example, an ad hoc policy review.

Family Office

The Family Office

Beyond simply attending to the management of our clients’ investments, the Family Office offers a truly uncompromising and individual lifestyle management service that covers property, investments, banking, art and even jewellery, to name but a few.

Invest

Advised Stockbroking

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

Multi-Manager

A managed portfolio of funds providing access to some of the best asset managers in the world, handpicked by Killik & Co’s independent fund research team.

Managed Investments

For portfolios of £100,000 or more, we deliver an entirely personal investment strategy, managed by a dedicated Investment Manager.

Managed Fixed Income

A managed portfolio of directly held bonds, aiming to provide a reasonable and predictable level of income, without taking as much risk as investing directly in equities.

Mid Cap with Yield Service

Provides a diversified source of growing UK dividend income as well as long-term capital growth, by investing in UK mid cap companies with above average yields.

Mid and Small Cap Service

A managed service that aims to provide investors with long term capital growth by investing in to a portfolio of UK mid and small cap companies.

Special Situations Portfolio

A managed service that invests specifically into small and medium sized UK companies, offering the potential for above average capital growth.

Currency Services

Our Currency Service provides highly competitive exchange rates when transferring money to, or from, overseas bank accounts. We can also help clients manage currency risk