Expert financial advice to help you achieve your goals

A holistic service

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

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.

Please do remember that as with all investments, your capital is at risk. Past performance is not an indication of future performance.

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

An integrated approach brings your Wealth Planner and Investment Manager together to support your ambitions throughout life. Your Wealth Planner focuses on structuring your finances and investments in a tax-efficient way, while your Investment Manager builds a portfolio that reflects your circumstances. Alongside this, wealth planning helps you make informed decisions at key moments — from managing debt and building cash reserves to setting up pensions and investing for the future. Our aim is to put your money in the right places as your needs evolve, offering professional advice that can save you time and worry.

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 the individual circumstances of each client and may be subject to change in the future.

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.

"Lucy has always made me feel comfortable and assured, when making investment decisions. She is clearly incredibly knowledgeable, and yet has a skill of explaining this knowledge in clear and simple terms.”

Eve

“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