Svenja Keller

Partner, Wealth Planning

About

Svenja-Keller_14-1024x1024

Svenja is Killik & Co’s Head of Wealth Planning. She joined us in June 2017 and is responsible for a team of financial planners who help clients identify their priorities and goals in life and achieve what is important to them. Svenja previously worked in financial planning roles for Investec Wealth & Investment and UBS Wealth Management.

She is a Chartered Financial Planner and a Fellow of the Personal Finance Society and she is also a member of the Society of Trust and Estate Practitioners.

Mentions

NEWS
City AM
07.02.18
City AM
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The Sunday Times
10.12.17
The Real Cost of Childcare
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SERVICES & ARTICLES

The 2020 Mini Budget

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The Killik & Co Private Education Index 2019
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Pension equalisation – the hidden catch
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Pension Freedoms
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Tackling the Rising Cost of Childcare
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Children’s saving accounts and investing for your family
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Looking for help with childcare costs?
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Focused Planning

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Consolidating Your Pension Pots
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Inheritance Tax Planning
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Retirement Planning
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Comprehensive Wealth Planning
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Branch

Mayfair
46 Grosvenor Street
Mayfair, London
W1K 3HN
Nearest Tube: Bond Street
+44 (0) 207 337 0777
[email protected]