Wealth management built around your goals
Killik & Co helps affluent individuals, families and business owners with personalised, FCA-regulated advice. Your dedicated Investment Manager and Wealth Planner work together on a single plan.
No obligation · Fully confidential
A partner for your whole financial picture
Since 1989, Killik & Co has helped affluent individuals, families and business owners manage, protect and pass on their wealth with personal, FCA-regulated advice.
Serving UK clients since 1989 · We work with clients near you and the wider UK
Wealth Management Built Around You
We believe every client deserves a service built around their own goals, timeline and attitude to risk. Our advisers take time to understand your full financial picture before recommending anything.
Your dedicated Investment Manager and Wealth Planner collaborate on a single plan covering investments, pensions, tax and estate structuring. No hand-offs, no silos, no starting from scratch with a new contact.
One Plan, One Team, Built Around You
At Killik & Co, your dedicated Investment Manager and Wealth Planner collaborate on a single plan covering investments, pensions, tax and estate structuring. No hand-offs, no silos, no starting from scratch with a new contact.
Whether you are building wealth, planning for retirement or thinking about how to pass it on, we bring personal, FCA-regulated advice to every stage of your financial life.
Confidential conversation · No obligation
How We Help
Comprehensive wealth management services tailored to your goals, your timeline, and your attitude to risk.
Investment Management
Bespoke, actively managed portfolios aligned to your goals, risk appetite, and time horizon, with full transparency on costs and performance.
Financial Planning
Holistic planning covering retirement, school fees, protection, and cash-flow modelling so you can see your financial future clearly.
Inheritance Tax & Estate Planning
Proactive estate structuring to help you protect your wealth and pass it on efficiently, guided by advisers who understand your full financial picture.
ISA & Tax-Efficient Investing
Maximise tax-efficient wrappers and keep more of what you earn, guided by advisers who stay ahead of regulatory change.
Pension Planning
Considered, personalised pension decisions built around your retirement goals, not reactive ones.
Family Wealth & Succession
Intergenerational wealth transfer, trust structures, and family governance: helping you protect and pass on what matters most.
Why Clients Choose Killik & Co
FCA-Authorised with Full Regulatory Rigour
Authorised and regulated by the Financial Conduct Authority (FRN 462016), our advice and operations are held to the highest standards.
Independent Since 1989
Over three decades of independent wealth management for UK clients, with a long-term perspective that puts your interests first.
Personal, High-Touch Service
Every client works directly with a named adviser who takes time to understand your individual circumstances, goals, and concerns. No call centres; no hand-offs.
Proactive Planning for What Matters
We help you plan ahead with confidence, structuring your investments, pensions and estate around your goals and your family's future.
Serving the UK's Affluent and High-Net-Worth Community
Killik & Co was established in 1989 to give private clients a genuinely personal investment service. More than three decades on, every client still works with a named Investment Manager rather than a call centre.
Affluent individuals, families and business owners have complex financial lives that demand specialist expertise, personalised service, and rigorous regulatory compliance. Since 1989, that is exactly what Killik & Co has provided.
As an FCA-regulated firm, Killik & Co is committed to acting in the best interests of every client, with clear, transparent advice at every stage of your financial life.
Don't just take our word for it
In their own words: clients on working with their Killik & Co adviser.
“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.”
“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.”
“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.”
Ready to Take Control of Your Financial Future?
Pension and estate planning deserves clear, FCA-regulated advice, with no obligation and no jargon.
Talk to an AdviserFCA authorised (FRN: 462016) · Confidential conversation · No obligation