Expertise That Drive Your Financial Growth

Financial advice to help you

Killik & Co’s Wealth Managers bridge deep technical knowledge with a passion for delivering results. Whether you're optimising returns or navigating complexities like tax-efficient strategies, we’re here to expertly handle your financial priorities.

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. The value of your investments may fall as well as rise. Tax treatment depends on individual circumstances and may be subject to change.

What sets us apart

We are proud of our Investment Management and Wealth Planning expertise and the recognition we receive from our clients and industry bodies.

Specialist Investment Managers

Our team includes qualified Investment Managers skilled in discretionary and advised investing, portfolio management, asset allocation strategies, and leveraging our in-house market analysis

Wealth Planning capabilities

Our qualified Planners are experts at creating personal financial plans, lifetime cash flow models, tax efficient portfolios and one to one advise on complex topics like Pensions and IHT

Award-winning services

Awarded for excellence in Wealth Management and various tax efficient wrappers, by a range of industry publications

Our financial services come with

Dedicated Advisers
Insightful, data-driven market analysis
Testimonials backing our commitment from our clients with an exceptional Net Promoter Score of clients who recommend us.

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 Wealth 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