Wealth Management That Works For You

Wealth Management, tailored to you

At Killik & Co, we understand that no two financial journeys are the same. As an independently owned Wealth Manager, we offer bespoke solutions tailored to meet the unique needs of individuals and families. Delivering trusted advice to our clients for over 35 years.

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.

A personalised wealth management experience:

We offer wealth management with a personal touch and our qualified Advisers tailor our services to support your goals and lifestyle.

Holistic Financial Planning

Designed to align and adapt over time with your goals, whether growing wealth, preserving capital, or creating a legacy.

Qualified Advisers

Our expert Advisers hold top-tier industry certifications in investment management and financial planning, and are dedicated to supporting your financial aspirations.

Bespoke Solutions

Tailored investment portfolios built around your lifestyle and long-term objectives. We don’t sell our own financial products.

Why clients trust Killik & Co

Rated highly with an exceptional Net Promoter Score of clients who recommend us.

Named among award-winning independent firms, delivering consistent value.

Backed by years of recognised success, our awards and testimonials speak for themselves.

Take the next step toward personalised financial success. Contact us today and experience wealth management with a personal touch.

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