Our integrated approach to wealth management pairs financial planning with investment management to help you gain financial peace of mind.
It has never been more important to ensure your savings are futureproofed, with frequent changes to legislation and volatility in financial markets making it harder to keep up with those factors that impact wealth generation and protection.
An integrated approach to Wealth Management offers the best of both worlds in navigating these challenges. Pairing the strategic thinking of a Financial Planner with the market expertise of an Investment Manager helps to provide increased financial foresight and maximise opportunities to grow wealth.
We understand every client is different, so we design your bespoke portfolio to support your unique requirements with a level of risk you are comfortable with. We also arrange regular reviews to help identify new opportunities and keep you on track to meet your financial goals.
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Consider the risks before investing.
Please do remember that as with all investments, the value of your investments can rise as well as fall. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Client stories
Watch the videos below to learn how our integrated approach has benefited clients with financial goals like intergenerational wealth transfer, pension planning and income generation.
Finance in your 40s
Rachel Winter and Bronwen Horton share how they helped their client to invest a lump sum in a tax-efficient manner, including making use of allowances, pensions and an EIS.
Income drawdown
Kristian Overend and Bethany Howard share how they helped their client to structure their finances and invest in a more tax-efficient manner to generate an income in retirement, including developing a financial plan and well-diversified investment portfolio.
Intergenerational planning
Peter Day and James Gordon share how they helped their long-standing client with intergenerational wealth transfer requirements, including gifting to family members and planning to mitigate Inheritance Tax.
Self-employed savers
Will Stevens and Lucy Smith share how they helped their self-employed clients to save for their future, including structuring their ISA and pension investments in a tax-efficient manner and developing an investment portfolio to meet their financial goals.
Investing a lump sum
Mike Pate and Arica Gourlay share how they helped their client invest a lump sum following a business sale, including developing a tax-efficient financial plan and a portfolio of specialist Investment Strategies to help them fund the next phase of their life.
Gain increased financial foresight with our Killik Managed solution
Benefit from the input of two experts working in partnership to deliver an efficient and effective wealth management strategy, and ensure your savings are organised and optimised, now and for years to come.
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