We build the plan to make it happen.
When did you last review your portfolio?
Markets change. Tax rules change. Your family's priorities change too.
The financial decisions you make today can shape opportunities for generations. Our Advisers can help you build a plan for your wealth, your family and the future.
Book a complimentary portfolio review with a Killik & Co Adviser.
Enquire today
Your wealth. Their future.
Financial decisions are rarely just about money. They’re about the people you care for, the opportunities you want to create and the legacy you hope to leave.
You may be planning for your own future while helping children or grandchildren, supporting older family members or thinking about how best to pass wealth to the next generation.
At Killik & Co, our Advisers can help you bring those priorities together and build a plan around what matters to you and your family.
Risk of Loss
Risk of Loss
The value of your investments may rise or fall and you may not receive back the same amount you put in when you choose to cash out your savings. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Helping you plan for your family's future
Whether you’re building wealth today or thinking about what you’ll eventually leave behind, we can help you consider the bigger picture.
Grow it
Build and manage your investments with your family’s longer-term goals in mind.
Protect it
Plan for retirement, changing circumstances and the tax considerations that can affect what you've built.
Pass it on
Consider how and when to transfer wealth so it can make a meaningful difference to the next generation.
A personal approach to wealth management
At Killik & Co, we help individuals and families save, plan and invest for the future.
Our experienced Advisers take the time to understand what matters to you, bringing together investment management and financial planning to help you make informed decisions about your wealth.
Whether you’re planning for retirement, investing for the next generation or considering how to pass on your wealth, we’re here to help you look at the bigger picture.
What do you want your wealth to make possible?
Whatever you’re planning for yourself and your family, a conversation with one of our experienced Advisers is a good place to start.
Share your details below and we’ll be in touch to arrange a conversation at a time that suits you.
Insight for you and your family
Explore guidance from Killik & Co on some of the financial decisions that can affect you and the generations around you.
You see their future. Let's build the plan.
Your wealth can play a part in your family’s future. Talk to one of our experienced Advisers about what you want yours to achieve.
Risk of loss. Tax treatment depends on individual circumstances and may change in future.
Awards & Testimonials
James Dunn
Partner, Head of Investment Management
"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
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 Proposition Management
“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
Lucy Smith
Senior Investment Manager
"Lucy has always made me feel comfortable and assured, when making investment decisions. She is clearly incredibly knowledgeable, and yet has a skill of explaining this knowledge in clear and simple terms.”
Eve, London
Investors Chronicle & Financial Times
Wealth Manager
5* Winner
Investors Chronicle & Financial Times
Selective ISA Provider
5* Winner
Investors Chronicle & Financial Times
App
5* Winner
Past performance is not an indicator of future results
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