Expert Financial Planning & Investment Advice
Killik & Co offer a blend of exceptional client service, personal planning and proven investment capability.
Past performance is not a reliable indicator of future results.
A trusted Partner for more than 30 years
Our focus on our clients and their needs means we continue to grow organically, largely through their referrals.
We offer a range of services, investment and planning options to suit your circumstances. We may not be the biggest but we like to think we’re the best, 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)
Dedicated research teams providing insight on individual equities, funds and fixed income.
We believe the best way to deliver long term performance is to invest with a long term mindset, identifying quality, growth companies.
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 are an independently owned and managed partnership, with access to the whole market, independent research and no conflict of interest.
Select from either our Managed or Advised services depending on your experience, time and inclination.
Whether you choose to delegate management or simply seek advice, you have a primary point of contact and access to a wide range of Specialist Investment and Wealth Planning Services and Tax and Trust expertise.
You can also review your investments securely online or in-app with myKillik.
Access to qualified Wealth and Financial Planning experts
Separate to our investment services, we offer a comprehensive financial plan for you and your loved ones, designed around you and your ambitions. In addition to a full review of all existing financial arrangements and detailed cash-flow planning, this service offers you unrestricted access to our team of Planners, year-round.
Whether you are changing job, starting a family, selling a business, reaching retirement, going through divorce or bereavement, passing on wealth to the next generation or simply wish to save time and outsource your finances for peace of mind, our qualified experts can support.
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.
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.
Enquire to speak to one of our Advisers
If you are new to Killik & Co and would like to talk to us about
investing, planning or both our team would be delighted to help.
Download our introduction brochure to learn more about us and our services.