At Killik & Co, we have spent over 35 years helping families to grow, protect and pass on their wealth with confidence. We are proud to be one of the few remaining independently-owned wealth managers, and take pride in delivering a consistently award-winning service for our clients. Our Advisers work with you to create a personalised plan for whatever stage you are at.
Our integrated approach to wealth management – a combination of investment management and wealth planning expertise – ensures that all your financial assets are working in partnership to achieve your goals.
We offer a range of services including commercial property in a SIPP (self-invested personal pension), and can hold a vast number of commercial property premises. As property is a complex asset class, we would always recommend that you consult a qualified wealth planner before investing.
Alongside commercial property in a SIPP, we also offer services in planning, tax-efficient investing, retirement planning, pension advice, inheritance tax services, estate planning, lifetime cashflow forecasting and financial protection. Our ancillary services include trusts, will writing and more.
