Wealth Management Built Around Your Goals
Killik & Co helps affluent individuals, families and business owners make confident wealth decisions with personalised, FCA-regulated advice. Talk to a dedicated adviser near you.
No obligation · FCA authorised (FRN 462016)
Trusted wealth management
Dedicated Investment Manager and Wealth Planner
Authorised and regulated (FRN 462016)
Wealth Is Complex. Your Advice Should Be Personal.
Significant wealth brings choices that rarely sit in isolation. A pension decision touches your estate. An investment strategy shapes your retirement. A gift to the next generation carries tax consequences. Handled piecemeal, these decisions can work against one another.
That is why Killik & Co brings the whole picture together. Rather than a call-handling team or a digital-only model, every client works with a dedicated Investment Manager and Wealth Planner who collaborate on a single, integrated plan.
The conversation starts with your circumstances, your priorities and the goals you want your wealth to serve, whether that is a comfortable retirement, protecting a family business, or passing wealth on with care.
You speak to the people managing your money, not a call-handling team. That accountability has kept clients with us for a decade or more.
Killik & Co · Trusted Since 1989
One Integrated Team, Built Around You
Killik & Co pairs every client with a dedicated Investment Manager and Wealth Planner who collaborate on a single, integrated plan. Key benefits include:
- No hand-offs, no silos, one team that knows your full picture
- Investment management, wealth planning and tax-efficient structuring in one place
- Intergenerational wealth protection and long-term partnership
The conversation begins with your circumstances and your priorities.
In a market consolidating rapidly around digital-only models, Killik & Co remains committed to personal service. You speak to the people managing your money, not a call-handling team. Clients near you and across the UK value that accountability, and many have trusted the firm with their wealth for a decade or more.
How We Can Help
Comprehensive wealth management from a single, trusted team.
Investment Management
Discretionary and advisory portfolio management tailored to your goals, risk appetite, and time horizon, with transparent reporting and regular reviews.
Financial Planning
Holistic planning across retirement, estate, tax, and protection, brought together into one clear, coordinated strategy.
Inheritance Tax Planning
Proactive estate planning to help you pass on more of your wealth, structured in step with your wider financial plan.
Pension & Retirement Advice
From accumulation strategies to decumulation planning, we help you make the most of your pension in the context of your whole financial picture.
ISA & Tax-Efficient Investing
Maximise your allowances and structure your investments tax-efficiently, with advice aligned to your broader financial plan.
Family Wealth & Succession
Intergenerational wealth transfer, trust structures, and family governance, helping you protect and pass on what matters most.
How We Work With You
A clear, personal process built around your goals.
1. Understand
We start with a confidential, no-obligation conversation about your circumstances, your priorities and what you want your wealth to achieve.
2. Plan
Your dedicated Investment Manager and Wealth Planner build a single, integrated plan across investments, retirement, tax and estate.
3. Manage
We manage and review your portfolio over time, keeping you informed and adjusting as your life and priorities change.
Capital at risk. The value of investments can fall as well as rise and you may get back less than you invest. Past performance is not a reliable indicator of future results.
What Sets Killik & Co Apart
Personal service and genuine accountability, at every stage.
Why Clients Choose Killik & Co
Personalised, High-Touch Service
Every client works directly with a named adviser who takes time to understand your individual circumstances, goals, and concerns. There are no call centres and no hand-offs.
FCA-Authorised and Regulated
Authorised and regulated by the Financial Conduct Authority (FRN 462016), Killik & Co operates to the highest standards of conduct, transparency, and client care.
Proactive, Forward-Looking Advice
From changes in pension and estate taxation to evolving market conditions, Killik & Co keeps clients informed and positioned to act.
Long-Term Partnership — Trusted Since 1989
Killik & Co has built its practice around clients for whom wealth is complex and the stakes are high. Many clients have trusted the firm with their wealth for a decade or more, returning for new chapters as their lives and priorities evolve.
In Our Clients' Words
Clients on working with their Killik & Co adviser.
“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.”
“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.”
“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.”
Client comments are individual experiences and are not a guarantee of future results. Capital at risk.
Start the Conversation
As pension and estate taxation continues to evolve, now is a sensible time to review your position. Speak to a Killik & Co adviser today.
Talk to an AdviserNo obligation · FCA authorised · UK GDPR compliant
Serving the UK's Affluent and High-Net-Worth Community
The UK's affluent and high-net-worth community holds a substantial share of the nation's investable wealth. That concentration demands specialist expertise, personalised service, and rigorous regulatory compliance.
As an FCA-authorised and regulated firm (FRN 462016), Killik & Co is committed to delivering fair value, acting in the best interests of every client, and identifying and supporting vulnerable clients.
Whether you are a business owner managing personal finances alongside company commitments, or a family planning intergenerational wealth transfer, Killik & Co has built its practice around clients for whom wealth is complex and the stakes are high.
Common Questions
Is Killik & Co regulated by the FCA?
Yes. Killik & Co is a trading name of Killik & Co LLP, authorised and regulated by the Financial Conduct Authority. It is registered in England and Wales as a limited liability partnership, with its registered office at 46 Grosvenor Street, London W1K 3HN.
How could changes to pension and estate tax affect me?
Pension and estate taxation continues to evolve, and unused pension funds and death benefits can carry Inheritance Tax implications. Killik & Co advisers can help you review your estate and pension planning in light of the current rules.
Does financial advice actually make a difference?
Yes. Professional advice helps you make coordinated decisions across investments, tax, retirement and estate planning, so the pieces of your financial life work together rather than in isolation.
Is there an obligation if I book a consultation?
No. Your initial conversation with a Killik & Co adviser is entirely without obligation. It is a confidential discussion designed to understand your financial position, your goals, and whether Killik & Co is the right fit for you. There is no pressure and no commitment required.
How is Killik & Co paid?
Killik & Co charges simple and transparent fees. The initial conversation carries no obligation. Your adviser will provide a clear breakdown of all costs before you commit to anything, and full fee details will be confirmed in writing before any engagement begins.
I already have a financial adviser. Should I still speak to Killik & Co?
Yes — a second opinion can be valuable, particularly as pension and estate taxation continues to evolve. Many clients come to Killik & Co after finding their current arrangements lack the specialist estate planning or investment management expertise they need. Your consultation is confidential and without obligation.
What types of portfolio management does Killik & Co offer?
Killik & Co offers three approaches: discretionary management, where experts manage your portfolio day to day; advisory, where you receive recommendations but retain final decisions; and Killik Managed, a structured, professionally managed solution. Your adviser will discuss which approach suits your objectives, timeline, and attitude to risk.
What are the risks of investing?
The value of investments and the income from them can fall as well as rise. You may get back less than you invest. Past performance is not a reliable indicator of future results. Tax treatment depends on individual circumstances and may be subject to change. This is why personalised professional advice, tailored to your specific situation, is so valuable.
Check Your Pension IHT Readiness
Answer one quick question to see if pension and estate tax changes could affect your family.
Do you have a pension (SIPP, workplace, or defined contribution)?
Ready to Take Control of Your Financial Future?
Whether you are thinking about pension and estate planning, planning for retirement, or looking to protect and grow your family's wealth, the first step is a confidential conversation with a Killik & Co adviser.
Talk to an AdviserNo obligation · Confidential conversation · FCA authorised · UK GDPR compliant