Let us help you achieve your retirement goals
Whether you are looking for a SIPP to consolidate your investments or would like a qualified planner to review your pensions and advise on how to reach your retirement goals, our dedicated Advisers can help.
Our Wealth Planners help you understand where you are today and chart a plan to achieve your financial ambitions, underpinned by comprehensive analysis and financial modelling.
Whilst our Investment Managers draw upon our independent research and a range of services, to help you build your assets or draw a secure retirement income.
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The benefits of an integrated approach
We believe working with a Wealth Planner is the most effective way to make your finances go further, as our team can advise how to structure your finances and investments in a tax-efficient manner.
Taking an integrated approach to managing your wealth offers the best of both worlds, as your Wealth Planner can structure your investments to maximise tax efficiency while your Investment Manager can construct your portfolio to optimise performance.
This allows you to benefit from the input of two experts who will work in partnership to deliver an efficient and effective wealth management strategy tailored to your unique circumstances.
Tax Treatment
Tax treatment depends on individual circumstances and may change in the future. Please do remember that as with all investments, your capital is at risk. Past Performance is not an indication of future performance.
Our Wealth Management Services
Our dedicated and experienced teams offer advised and managed investing services, delivered in parallel with wealth planning and portfolio structuring services.
Awards & Testimonials
James Dunn
Partner, Head of Investment Managers
"Through his extensive knowledge and experience, he is able to advise and guide in all investment and savings matters, and explain clearly to someone with little knowledge in these matters."
Alison, East Sussex
Bronwen Horton
Senior Wealth Planner
"I have worked with Bronwen for over two years, and I could not have had a better person to help me with Wealth Planning. Knowledgeable, efficient, empathetic and an extremely effective communicator - with a good sense of humour. Investment help and advice, especially for busy working women, is so important and Bronwen has given me that advice in spades."
Penny Noble
Jonathan Drysch
Partner, Associate Planning Director
"In recent years, my family have needed a comprehensive understanding of our complicated financial landscape. We wanted to optimise returns on our savings and formulate a robust plan for retirement and provide financial support to the wider family. Jonathan and his dedicated team have played a pivotal role in bringing a conclusive end to this journey, offering invaluable insights and strategic solutions. We extend our sincere gratitude and anticipate a valued partnership for the future."
Client of Jonathan Drysch
Paul Martin
Partner, Esher Branch Manager
"Taking time to really understand my requirements now and later in life, my approach to risk, and the lifestyle I hope to maintain. Paul explains the markets and his investment decision in layman's terms which inspires confidence in his advice."
Lisa, London
William Stevens
Partner, Head of Financial Planning
“The advice and perspective received from the entire team at Killik & Co during the planning process has been exceptional. I have much greater clarity and a renewed sense of confidence in my financial future and retirement thanks to their efforts.”
Wealth Planning Client
Investors Chronicle & Financial Times
Best Full SIPP Provider
Winner
Investors Chronicle & Financial Times
Best Discretionary/Advisory Wealth Manager
Winner
COLWMA
Best Advisory Service
Winner
Past performance is not an indicator of future results
Our points of distinction as a Wealth Manager
We believe that our combined expertise in wealth planning and investing sets us apart from other wealth managers and builds wealth in the most sustainable way, to ensure our clients’ portfolios are optimised for growth over the long term.
Your goals come first
Before making suggestions, we seek to understand your goals to help us best understand how to partner with you, and only after this do we tailor a plan for you.
Taking pride in personal service
We pride ourselves on delivering bespoke solutions for our clients, and our dedicated Advisers work to build long-lasting partnerships with you and your loved ones.
Simple and transparent fees
Our success is linked to yours when it comes to fees. We aim to work to a single charge instead of charging per transaction, and always include VAT in quotes.
Two skillsets are better than one
Our Investment Managers and Wealth Planners can help you get more from your money through complementary skillsets as they work with you to grow and protect your wealth.
We can invest with you or for you
We are one of a few remaining firms to offer services for investors seeking discretionary or advisory portfolios, and we can also assist experienced investors with stockbroking.
A dedicated Investment Manager
We match you with one of our qualified specialists based upon your investment style, who will work with you to build a portfolio suitable for your investment goals.
What is Wealth Planning?
Wealth planning is about much more than managing money well. Paying off debt, building up cash savings and setting up a pension are all smart financial steps to take, but there are many more moments throughout life that could benefit from wealth planning expertise.
Our focus is on putting money in the right places, so your wealth grows as you do. Whether you need to save, invest, or both to meet your financial ambitions, our Wealth Planning Service offers professional advice that can save you time and worry – now and in the future.
Capital at Risk
Please do remember that as with all investments, your capital is at risk. Past Performance is not an indication of future performance. Tax treatment depends on individual circumstances and may be subject to change in future.
How we can help with discretionary or advisory Investment Management
We have a rich history of building and advising on investment portfolios. Our Advisers possess extensive and deep expertise in investment management, operating a range of services to meet different goals and support portfolio diversification.
Our in-house specialist teams invest in a broad range of asset classes, including:
- Equities
- Funds
- Bonds and gilts
- Alternatives
We also offer a Wealth Planning Service, as we believe working with a Wealth or Financial Planner is the most effective way to maximise your investments.
Our global and thematic investing approach
Our global and thematic investing approach connects you directly to the trends, industries and companies shaping the future.
We combine a big-picture perspective with detailed analysis to identify investments that we believe will deliver compounding returns based on long-term global catalysts for change.
Our collective expertise and specialist market experience enables us to tailor our approach to your time horizon as a partner to help you achieve your short, medium and long-term financial goals.
“If you are not willing to own a stock for ten years, don’t even think about owning it for ten minutes.”
Warren Buffett
24/7 access to your investments
Our client portal, myKillik, gives you around the clock access to your accounts, our latest investment ideas and content library, both online and via your mobile or tablet.
Featured in
Investors Chronicle & Financial Times
Best Discretionary/Advisory Service
Winner
Investors Chronicle & Financial Times
Best Full SIPP Provider
Winner
COLWMA
Best Advisory Service
Winner
Investors Chronicle & Financial Times
Readers Choice
Winner
Past performance is not an indicator of future results
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