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About

Jonathan is a Chartered Financial Planner and Member of the Society of Trust and Estate Practitioners (STEP). As a Partner of the Family Office division of Killik & Co. Jonathan gives tailored financial advice to families with complex needs – helping maximise their reward for years of hard work. His areas of advice expertise include:
Comprehensive Wealth Structuring, Investment Advice, Retirement Planning / Pensions, Estate Planning / Inheritance Tax, Advice Surrounding Divorce and UK Connected International Clients.
Mentions
NEWS
Financial News
12.12.17
Six figure earners feel the pinch
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Money Observer
08.09.17
Money Observer LISA
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Investors Chronicle
05.05.17
Making pensions pots last
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Financial Times
10.03.17
The importance of considering other factors before using ISAs before pensions for IHT purposes
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Branch

Mayfair
46 Grosvenor Street
Mayfair, London
W1K 3HN