Overview

Svenja Keller
Partner, Wealth Planning

Whether it’s planning for university or school fees or re-structuring your wealth following a divorce, we are often confronted with specific circumstances that require some carefully considered financial advice.

What is it?

If you are looking for a financial advisor with whom you can discuss a specific financial situation, our Focused Wealth Planning service will provide you with the advice and direction you require.

Why Killik & Co?

Our team of Wealth Planners are able to offer impartial financial planning advice to those who are serious about growing, protecting and preserving their wealth, whatever the circumstance.

Who is it right for?

Clients who are seeking counsel on specific issues such as Pension consolidation or Capital Gains Tax and require specific wealth planning advice.

What to expect as a client

Initially, we would simply ask that you take time to meet with us. This first meeting will allow us to discover your objectives and ambitions, both personal and financial, to determine how it is we can help. Crucial to the success of any wealth planning strategy is ensuring that we have a clear picture and understanding of both your current personal and financial situation.

Your Wealth Planner will work with you from these initial discussions right through to the implementation of any strategies or individual advice and will be on hand to conduct reviews at your request to ensure that you remain on track to meet your objectives.

A range of applicable advice

Our focused Wealth Planning approach can cover all areas of financial advice from Inheritance Tax Planning, through to ensuring that you have adequate financial protection in place for your family in the event of the unexpected.

Whilst the aim here is not to provide an exhaustive list many people find us when seeking a financial advisor for:

  • Education funding
  • Saving for children
  • Divorce:
    • Advising on pension sharing orders
    • Wealth structuring post divorce to ensure that lifestyle can be maintained
  • Calculation of the maximum pension contributions which can be paid through the use of carry forward
  • Ways to fund long term care requirements

We will provide you with a detailed solutions report outlining the recommended financial solutions (tax wrappers, protection arrangements) and reasons why they are suitable for your requirements, all in all ensuring that you are in the best position possible.

Our Charges

Once we have determined what it is you are hoping to achieve and agreed the scope of advice from our first meeting, we are then able to issue you with a terms of engagement, outlining exactly what advice we can offer you and the fixed fee.

Get in touch

To find out more about our Focused Planning, please contact your nearest branch or our Head Office on info@killik.com or 020 7337 0777.