Smart advice when it matters most
Wherever you are in your financial journey we can help
Savings & Pensions
We can help you make more of your savings, with ISAs, JISAs and SIPPs
Welcome to family-focused wealth management
We offer a full suite of wealth management and wealth planning services, from investment management to personal taxation and trust services.
As one of a few remaining independently owned wealth managers, we pride ourselves on the personal service we provide and our history of delivering bespoke solutions.
Find out how we can help you make a plan to grow and protect your wealth for generations to come.
Welcome to a proudly independent Partnership
We are an independently owned and award-winning wealth management Partnership proudly serving clients throughout the UK.
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.
Find out more about who we are, what makes us different and where you can meet our friendly and experienced team.
Our latest market updates
Browse Market Insights
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
Best Full SIPP Provider
Winner
Investors Chronicle & Financial Times
Best Discretionary/Advisory Wealth Manager
Winner
COLWMA
Best Advisory Service
Winner
Past performance is not an indicator of future results
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