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Retirement

Planning for Financial Freedom

Overview

William Stevens

Financial Planning

Planning for retirement can leave many of us adrift. Getting to a position where you are able to make the most of life today, as well as life after work, requires a clear, realistic plan and expert execution.

WHAT IS IT?

Clear and impartial financial advice provided as part of our holistic Full Wealth Planning service for those looking to make the most of their retirement – whether this is in the near future or a long term prospect.

WHY KILLIK & CO?

Our team of Planners can offer advice to those who are serious about growing, protecting, preserving, or ultimately drawing on or distributing their wealth, no matter what stage of life they might be at.

We pride ourselves on our integrated approach – we combine our various in-house specialisms, including Investment Management and Financial Planning, to give our clients the best possible service.

Access to our award-winning care and expertise will ensure you receive the right advice at the right time and are able to make the most of your assets.

WHO IS IT RIGHT FOR?

Planning for retirement can leave many of us adrift. Getting to a position where you are able to make the most of life today, as well as life after work, requires a clear, realistic plan and expert execution.

Whether you have reached retirement and are looking for advice on drawing an income, or you require advice to ensure you are on track,, our team of Planners are here to ensure you receive the retirement you deserve.

Our Charges

Our Planning fees are percentage-based and apply to all assets advised upon on an ongoing basis. This ties in with our Investment Management fees to ensure complete transparency.

Get In Touch

To find out more about how we could help you plan for your retirement, please contact your nearest branch or our Head Office on [email protected] or 020 7337 0777.

Find out more

Find out more about our Wealth Planning services by downloading our brochure..

You can find out more about how we use your data in our Privacy Policy.

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Disclaimer

Please remember that we are an investment company and as is the very nature of investing, there are inherent risks. The value of your investments can both rise and fall over time and you cannot assume that past performance will repeat itself. You must be comfortable in the knowledge that you may receive less than you originally invested. The tax treatment of your investments with Killik & Co will depend entirely on your individual circumstances and may be subject to change, so please do seek advice.

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© 2018 Killik & Co. All rights reserved. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. OC325132 at 46 Grosvenor Street, London, W1K 3HN. A list of partners is available to view here.
© 2018 Killik & Co. All rights reserved. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. OC325132 at 46 Grosvenor Street, London, W1K 3HN. A list of partners is available to view here.
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