Award-Winning Wealth Management Services Designed To Fit Your Needs

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.

Download our introduction to Killik & Co brochure

Talk to an Adviser:

+44 (0) 20 8051 3095

Email us:

[email protected]

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.

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.

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

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.

Your goals come first

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.

Taking pride in personal service

We pride ourselves on delivering bespoke solutions for our clients, and our dedicated Advisers work to build long-lasting partnerships with you and your loved ones.

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.

Two skillsets are better than one

Our Investment Managers and Wealth Planners can help you get more from your money through complementary skillsets as they work with you to grow and protect your wealth.

We can invest with you or for you

We are one of a few remaining firms to offer services for investors seeking discretionary or advisory portfolios, and we can also assist experienced investors with stockbroking.

A dedicated Investment Manager

We match you with one of our qualified specialists based upon your investment style, who will work with you to build a portfolio suitable for your investment goals.