Supporting your family through every stage of life
At Killik & Co, we combine robust financial planning with bespoke wealth management, ensuring that every investment decision aligns with your broader financial goals. Helping you to navigate life moments from managing wealth transfer to planning for retirement.
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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.
Why Choose Killik & Co
We focus on your needs first, then recommend the most appropriate mix of services to support you in achieving your financial goals.
Integrated Approach
We seamlessly blend financial planning and investment management with strategies tailored to you.
Award-Winning Service
We are recognised for exceptional client outcomes across multi-generational portfolios.
Client-Centric Philosophy
We offer open and transparent communication with a commitment to client success above all else.
Services to meet your needs
- Strategic investment plans aligned with long-term aspirations.
- Proactive financial planning that optimises tax-efficient options.
- Backed by years of recognised success, our awards and testimonials speak for themselves.
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.
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
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
Wealth Manager
5* Winner
Investors Chronicle & Financial Times
Selective ISA Provider
5* Winner
Investors Chronicle & Financial Times
Selective SIPP Provider
5* Winner
Past performance is not an indicator of future results
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