You see their future.
We build the plan to make it happen.
Book a complimentary portfolio review with a Killik & Co Adviser.
or call 0203 733 6270
Investors Chronicle & Financial Times 5* Winner 2025 · Authorised and regulated by the Financial Conduct Authority
Helping you plan for your family's future
Wealth Manager
Investors Chronicle & Financial Times
Selective ISA Provider
Investors Chronicle & Financial Times
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Investors Chronicle & Financial Times
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 have built.
Pass it on
Consider how and when to transfer wealth so it can make a meaningful difference to the next generation.
Past performance is not an indicator of future results
When did you last review your investment portfolio?
Markets change. Tax rules change. Your family's priorities change too.
Whether you are building wealth today or thinking about what you will eventually leave behind, we can help you consider the bigger picture.
Awards & Testimonials
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.”
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.”
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.”
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.”
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.”
How it works
Share your details
We will be in touch to arrange a conversation at a time that suits you
Your complimentary portfolio review with a Killik & Co Adviser
Straight answers
Is Killik & Co regulated?
Yes. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority (FRN 462016).
Who will I speak to?
One of our experienced Advisers, who take the time to understand what matters to you.
What can an Adviser help me plan?
Our Advisers can help you build a plan for your wealth, your family and the future, from growing and protecting what you have to passing it on.
