Tailored Solutions for Long-Term Family Wealth/Goals

Here to support your financial legacy

Killik & Co specialises in helping aspiring and high-net-worth families grow, protect, and transfer wealth across generations. Whether planning for private education or setting up robust tax strategies such as family trusts, our services are here to support your financial legacy.

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.

Comprehensive family wealth services:

Our comprehensive wealth management services help families effectively manage generational wealth. Confidently plan for your family's future and benefit from our expertise in the following areas.

Generational Wealth Planning

Create strategies to help preserve wealth across multiple generations.

Trust and Inheritance Tax Advice

Navigate options such as family trusts, estate planning, and philanthropic endeavours with confidence.

Dedicated Expertise

Partner with qualified advisors who understand the nuances of managing complex family finances and investments.

Trusted by families nationwide

Proudly independently-owned, we focus on your goals, free from external influences of shareholders or pressure to sell one product over another

Highly rated by clients, as demonstrated by our Net Promoter Score and client testimonials.

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