Award-winning Wealth Management Services

Our approach to wealth management integrates investment management and wealth planning services to help maximise the potential of your savings over your lifetime. See our intro brochure.

As an independently-owned wealth manager, we pride ourselves on the personal service we provide our clients, and our history of delivering bespoke solutions.

We apply a long-term lens to wealth generation, supported by our global and thematic investing approach that connects you directly to the trends, industries and companies that are shaping the future.

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Our points of distinction as a Wealth Manager

We believe that our combined expertise in wealth planning and investing sets us apart from other wealth managers and builds wealth in the most sustainable way, to ensure our clients’ portfolios are optimised for growth over the long term.

Advice built around you

Before making suggestions, we seek to understand your goals to help us best understand how to partner with you, and only after this do we tailor a plan for you.

Two experts, one plan

We bring financial planning and investment management into one place, with both specialists working to support your long-term ambitions.

Simple and transparent fees

Our success is linked to yours when it comes to fees. We aim to work to a single charge instead of charging per transaction, and always include VAT in quotes.

The benefits of an integrated approach

We believe working with a Wealth Planner is the most effective way to make your finances go further, as our team can advise how to structure your finances and investments in a tax-efficient manner.

Taking an integrated approach to managing your wealth offers the best of both worlds, as your Wealth Planner can structure your investments to maximise tax efficiency while your Investment Manager can construct your portfolio to optimise performance.

This allows you to benefit from the input of two experts who will work in partnership to deliver an efficient and effective wealth management strategy tailored to your unique circumstances.

+44 (0) 20 8051 3095

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Discretionary or Advisory Investment Management

We have a rich history of building and advising on investment portfolios. Our Advisers possess extensive and deep expertise in investment management, operating a range of services to meet different goals and support portfolio diversification.

Our in-house specialist teams invest in a broad range of asset classes, including:

Equities
Funds
Bonds and gilts
Alternatives

We also offer a Wealth Planning Service, as we believe working with a Wealth or Financial Planner is the most effective way to maximise your investments.

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Track, review and monitor your investments

Killik clients have 24/7 on-the-go access to their accounts via the Killik app or web portal

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. Tax treatment depends on individual circumstances and may be subject to change.

“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

“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