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New to Killik & Co

+44 (0) 20 8051 3095 [email protected]

Existing Clients

+44 (0) 20 7337 0400 [email protected]

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How we can help

We offer a full suite of wealth management and financial planning services, from investment management to personal taxation and trust services.

As one of a few remaining independently owned wealth managers, we pride ourselves on the personal service we provide and our history of delivering bespoke solutions.

We recognise the benefits of providing integrated investment management and wealth planning services but will take time to understand what is most important to you before discussing any solutions.

"We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don’t let yourself be lulled into inaction."

Bill Gates

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Our friendly and dedicated team can help you make a plan to grow and protect your wealth for generations to come. We offer a wide range of services, including:

  • App-based Investing
  • Advised and Managed Investing
  • Financial and Wealth Planning
  • Intergenerational wealth transfer (including Inheritance Tax and Estate Planning)
  • Pensions and savings solutions including GIAs, ISAs, JISAs and SIPPs
  • Personal taxation, trusts, wills and lasting power of attorney

Our Wealth Management services

Our services are designed to cater to the needs of most investors and their families. Whether you are already an experienced investor or need support with working out how to structure your finances in a tax-efficient way, we can help.

Wealth Management

Whether you are already an experienced investor or need support with working out how to structure your finances in a tax-efficient way, we can help.

Wealth Planning

Our Wealth Planning Service helps you develop a strategy to meet your financial ambitions, ensuring your assets are geared for growth over the long term.

Investment Management

We offer a range of award-winning Investment Management services that can help investors of any level of experience to achieve their financial goals.

App-based investing

Our app-based investing service gives you the tools to save and invest, little and often, with intelligent features and no minimum investment requirement.

Pensions and Savings

We offer a range of solutions to help you take advantage of tax-efficient options like ISAs and SIPPs to save for your future.

Tax and Trustee Services

Our Tax and Trustee Services cover essential financial functions from acting as a trustee through to Will writing and Inheritance Tax Planning.

Family Office

Our Family Office offer a wide range of personal and corporate services and can assist with personal wealth management when you need a trusted adviser.

Currency Service

Our Currency Service provides access to competitive rates when transferring money between overseas bank accounts and helps to mitigate currency risk.

Capital at Risk

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. 

Family

Financial advice for every stage of life

Our mission is to make the benefits of investing accessible to all and in addition to our advice-based services, we have produced a range of guides, articles and videos guidance to assist with your financial planning.

Learn more