About us
We are an independently owned and award-winning wealth management Partnership proudly serving clients throughout the UK.
Since 1989, we have been advising clients how to save, plan and invest for their families and futures, and we would love to work with you to help you achieve your financial goals.
In a time when many businesses are moving to digital-only services, some of our greatest assets include the collective expertise of our people and the personal nature of the service we provide.
We also pride ourselves on being innovative in our approach, as we always look for new and distinctive ways to improve the service we offer our clients.
“With nothing more than a handful of close friends and family to call our clients, we set out with a simple enduring belief, that we would make the benefits of investing available to all.”
Paul Killik, Founding Partner and SEO
Capital at risk
Please do remember that as with all investments, your capital is at risk. Past Performance is not an indication of future performance.
What makes us different?
From our independent ownership and Partnership structure to our branch network and investment in local communities, we aim to help every generation of the family to save, plan and invest successfully.
Learn more about us
From who we are to where you can find us, learn more about our Partnership.
Our locations
With seven locations across the South East, find us on a High Street near you.
Awards & Testimonials
James Dunn
Partner, Head of Investment Managers
"Through his extensive knowledge and experience, he is able to advise and guide in all investment and savings matters, and explain clearly to someone with little knowledge in these matters."
Alison, East Sussex
Bronwen Horton
Senior Wealth Planner
"I have worked with Bronwen for over two years, and I could not have had a better person to help me with Wealth Planning. Knowledgeable, efficient, empathetic and an extremely effective communicator - with a good sense of humour. Investment help and advice, especially for busy working women, is so important and Bronwen has given me that advice in spades."
Penny Noble
Jonathan Drysch
Partner, Associate Planning Director
"In recent years, my family have needed a comprehensive understanding of our complicated financial landscape. We wanted to optimise returns on our savings and formulate a robust plan for retirement and provide financial support to the wider family. Jonathan and his dedicated team have played a pivotal role in bringing a conclusive end to this journey, offering invaluable insights and strategic solutions. We extend our sincere gratitude and anticipate a valued partnership for the future."
Client of Jonathan Drysch
Paul Martin
Partner, Esher Branch Manager
"Taking time to really understand my requirements now and later in life, my approach to risk, and the lifestyle I hope to maintain. Paul explains the markets and his investment decision in layman's terms which inspires confidence in his advice."
Lisa, London
William Stevens
Partner, Head of Financial Planning
“The advice and perspective received from the entire team at Killik & Co during the planning process has been exceptional. I have much greater clarity and a renewed sense of confidence in my financial future and retirement thanks to their efforts.”
Wealth Planning Client
Emma Tuckett
Investment Manager
"A personal, polite, informative and most importantly, considerate approach to someone who is naturally hesitant and anxious."
Helen
Investors Chronicle & Financial Times
Wealth Manager
5* Winner
Investors Chronicle & Financial Times
Selective ISA Provider
5* Winner
Investors Chronicle & Financial Times
Selective SIPP Provider
5* Winner
Past performance is not an indicator of future results
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