Planning

Getting where you want to go

No matter where you might be on your individual journey, we are able to work with you throughout the various stages of your life, to ensure you remain on track to achieve your financial ambitions.

Comprehensive Wealth Planning

Taking into consideration every aspect of your financial life, our Wealth Planners will ensure you have a plan in place to help you achieve your financial ambitions.

Focused Planning

Whether growing, protecting, preserving or ultimately distributing your wealth, we are here to ensure you achieve your goals.

Planning for Retirement

Whether you are contributing to your first pension, drawing an income or reviewing existing plans, we’ll ensure you enjoy the retirement you deserve.

Inheritance Tax Planning

For those looking to manage their exposure to Inheritance Tax (IHT), we can identify all appropriate options, which often means nothing more than some clever planning and some well-placed investments

Wills, Tax & Trusts

Offering a broad range of personal tax and professional trustee services, including will writing and annual tax returns.

The Killik & Co Family Office

The Family Office goes beyond simply attending to the management of our clients' investments and instead offers a truly uncompromising and entirely individual lifestyle management service.