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William Stevens Killik Mayfair1670 648Px

Will joined Killik & Co in 2018 and is our Head of Wealth Planning. He is a Chartered Financial Planner Practitioner and a member of the Chartered Insurance Institute (CII) and Chartered Institute for Securities and Investments (CISI).

Will specialises in working with individuals and families to firstly understand their current financial position, lifetime goals, and develop tailored long-term strategic financial plans alongside investment mandates to help achieve these. His expertise includes lifetime cashflow planning, tax-efficient investing, planning for education fees, financial protection, retirement planning and succession planning.

He regularly contributes to the financial press, including the Financial Times and This is Money.

“Planning topics can get complicated quickly, and the role of a Planner is often misunderstood. In the last few years, I've seen more urgency around bringing these discussions further down the generations, and it's great to see more people considering the benefits of financial planning than before.”

William Stevens

Image Mayfair

Mayfair branch

46 Grosvenor Street

Mayfair

London

W1K 3HN

Nearest Tube: Bond Street

William's customers say…

"Once again, thank you for all your time, patience, and support over the past several years. You have consistently provided an excellent service."

Gavin, Surrey

“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