Wealth Planning
Our Wealth Planning Service helps you chart a course to meet your financial ambitions, ensuring your assets are geared for growth over the long term.
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We all have ambitions – for ourselves, our families, and for the type of legacy we want to leave behind. And often, those ambitions are achievable – if we receive the right advice at the right time.
This is where our Wealth Planning Service comes in. Whether you need to make the most of the money you have today, or are planning for life after work, we can work with you to help you reach your financial ambitions.
What is Wealth Planning?
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.
Who can benefit from Wealth Planning?
Wealth planning expertise can help most people, and the earlier you can start planning, the more flexibility you have.
From setting your children up for future success by ensuring they can attend the best education, through to providing for them later in life by working out the best ways to mitigate inheritance tax, our wealth planning team can help you navigate some of life’s most important moments.
Whatever you are working towards, our Wealth Planning Service can help every generation navigate how to meet their financial ambitions.
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.
What is our process?
All recommendations are underpinned by comprehensive analysis and financial modelling to ensure you are making the most suitable decisions for how to manage your wealth.
Our commitment to you as a client is that we will partner with you to make a plan and help keep you on track to reaching your financial ambitions.
What does our Wealth Planning Service cover?
While every plan is built based on an understanding of your unique needs, we usually assess the following six areas to ensure your wealth can be preserved, protected and positioned for growth.
Tax Efficient Investing
Tax Efficient Investing
Retirement Planning
Retirement Planning
Pension Advice
Pension Advice
Inheritance Tax and Estate Planning
Inheritance Tax and Estate Planning
Lifetime cashflow forecasting
Lifetime cashflow forecasting
Financial Protection
Financial Protection
What Killik & Co clients are saying about our Wealth Planners
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Need a personal wealth manager for all your assets and financial planning?
Our Family Office offer a wide range of personal and corporate services and can assist with personal wealth management when you need a trusted adviser.
