Expert financial planning & investment advice under one roof

We have a team of independent specialists to help you achieve your goals

An integrated approach to your financial plans

Whether you are looking for a fresh perspective on how to structure your investments with one of our Investment Managers or would like a qualified Planner to review your existing financial arrangements and advise on how to reach your goals, our dedicated Advisers can help.

We offer a broad approach to wealth management. Our Wealth Planners discuss your financial ambitions with you and create a tailored plan underpinned by comprehensive analysis and financial modelling.  Whilst our Investment Managers draw upon our independent research and a range of services, to help you and your family maximise your savings or draw a secure income.

Benefits of investing with Killik & Co.

We are an independently owned and managed partnership, with access to the whole market, offering independent research and no conflict of interest.

We work with you to identify the most suitable solutions for your needs, shaping your unique investment strategy around your appetite for risk and desired financial returns.

A trusted Partner for more than 30 years.

We offer a range of services and investment options to suit experienced investors and those just starting out. 

We pride ourselves on delivering exceptional outcomes for our clients, with a history of  award-winning service and ‘highest rated’ when compared externally with peers in client experience benchmarking

(Source: AON Client Engagement Survey 2020.  KPI: Relationship Manager Satisfaction 9.1 for Killik & Co versus 8.6 Industry Benchmark).

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Please do remember that as with all investments, your capital is at risk. Past performance is not a reliable indicator of future results. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

Independently owned, with a global, thematic approach.

Taking a global, thematic approach to investing; we seek to understand why and how the world is changing and the sectors and businesses that are most likely to be impacted.  These insights instruct our investment selection as we build diverse portfolios, constructed to perform through economic cycles.

We believe the best way to deliver long term performance is to invest with a long term mindset, identifying quality, growth companies.

Managed or Advised, a service to fit your needs.

Whether you choose to delegate management of your investments or simply seek advice, we will provide a primary point of contact and access to a wide range of Specialist Investment and Wealth Planning Services and Tax and Trust expertise.

Select from either our Managed or Advised services depending on your experience, time and requirements.

We also offer a saving and investing app, for those looking to start out by investing smaller amounts.

A transparent approach to fees.

We have built our services to provide exceptional value and flexibility, delivered at a transparent fee. With a range of services, thresholds and scales, we always ensure that prospective clients have full transparency on all fees and the benefits that these unlock.  

For more information on individual service fees please contact us for an illustration.

Dedicated Investment Manager and online access.

We will provide a dedicated Investment Manager who will work with you to agree your unique investment strategy, personalise recommendations and provide regular reviews.   

You can also review your investments securely online or in-app using our client portal, MyKillik.

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