As One of a Few Remaining Independently-Owned Wealth Managers, We Pride Ourselves on the Personal Service We Provide and Our History of Delivering Bespoke Solutions: Richard O'Neill of Killik & Co

Killik & Co was founded in 1989 in a small former pharmacy on Cadogan Street in Chelsea. The firm has grown into a multi-branch wealth manager serving clients across the UK. It operates as an independently owned partnership, offering a range of services that include wealth management, investment management, pensions, ISAs, Junior ISAs, SIPP, tax and trustee services, family office support, currency services, and charity investing.

Early Development and Founding Principles

Killik & Co began in Chelsea, focusing on making investing accessible to a wider audience. From those beginnings, Killik & Co expanded its services and locations while remaining privately owned. The firm emphasizes long-term relationships with clients and strives to provide guidance suitable for a range of investors.

From the start, Killik & Co aimed to combine professional advice with a personal approach. The firm maintains physical offices and “Houses of Killik” across the UK, designed to create a welcoming setting for clients who wish to discuss their financial plans face to face.

Services Offered

Killik & Co provides a comprehensive suite of services across multiple areas of wealth management. Clients can access investment management, wealth planning, savings accounts, pensions, and tax services. The firm also offers trusts, estate-planning services, and family office solutions.

Investment management includes discretionary and advised portfolios, where dedicated advisers help clients manage their investments according to their individual goals. The firm covers a variety of asset classes, including equities, funds, bonds, and alternative investments. Specialist services include portfolios for inheritance tax planning and options for investors seeking stable income.

For clients with charitable objectives or non-profit organisations, Killik & Co offers its Charity Investing Service. This service provides tailored management for trusts, schools, hospitals, and other non-profit institutions. Across all offerings, the firm emphasizes professional guidance and education to help clients make informed decisions.

Digital and App-Based Investing

Alongside traditional advisory services, Killik & Co offers a digital-led platform called Silo. The app allows investors to open Stocks and Shares ISAs, Junior ISAs, and general investment accounts. Silo is designed to make investing approachable while maintaining professional management. It provides clients with flexibility to invest online while benefiting from Killik & Co’s oversight and guidance.

The combination of face-to-face services and digital access enables the firm to serve a wide range of clients, from those seeking personal advice to those preferring a more hands-on digital approach.

Branches and Physical Presence

Killik & Co has established offices and Houses of Killik across the UK. Its head office is in Mayfair, London, with additional locations in Chiswick, Esher, Hampstead, Battersea, Ipswich, Kensington, and other areas. This physical network allows clients to meet advisers in person if they prefer, while digital platforms provide remote access for convenience.

The firm balances modern digital solutions with traditional in-person advisory to accommodate different client needs. Maintaining a physical presence underscores its commitment to personal service and long-term client relationships.

Family Focus and Long-Term Planning

Killik & Co identifies as a family-focused wealth manager. Its services support intergenerational wealth planning, including retirement, inheritance, trusts, estates, and tax planning. Advisers work collaboratively to design strategies that align with clients’ life stages and goals.

The firm also extends these services to institutions such as charities, schools, hospitals, and other non-profits. The Charity Investing Service provides tailored investment strategies suited to the objectives and obligations of these organisations.

Education and Client Support

Education is a key component of Killik & Co’s approach. The firm offers guides, events, and digital resources to help clients of all experience levels understand investing and financial planning. First-time investors, as well as experienced savers, can access professional advice and educational materials to support informed decision-making.

Client testimonials highlight that advisers explain investment and savings matters in clear language, making financial planning more understandable and approachable. The firm emphasizes long-term relationships, helping clients navigate different life stages and financial challenges.

Independence and Approach to Client Service

As an independently owned partnership, Killik & Co does not have external shareholders. This independence allows the firm to focus on client interests without influence from external corporate objectives. The firm invests in recruiting and developing advisers to ensure that clients receive personalised guidance tailored to their needs

Innovation is part of the firm’s ongoing development. While maintaining traditional advisory methods, Killik & Co has embraced digital platforms like Silo to meet modern client expectations. This combination of traditional and digital solutions reflects the firm’s commitment to both accessibility and professional management.

Recognition and Reputation

Killik & Co has received industry recognition for its services, including awards for ISAs, SIPP provision, discretionary advisory, and wealth management. Clients value the straightforward advice, educational resources, and responsive service provided by the firm’s advisers.

These accolades reflect the firm’s consistent emphasis on professional guidance, personal service, and long-term client support. Killik & Co continues to build a reputation as a trusted wealth manager for individuals, families, and organisations across the UK.

Continuing the Legacy

More than three decades after its founding in Chelsea, Killik & Co remains committed to making investing accessible. Its services now span a broad spectrum, from personal savings and pensions to family offices and charity investment management.

The firm’s combination of experienced advisers, physical branches, and digital platforms ensures flexibility for clients. Individuals, families, and organisations can choose the level of support they need, whether through face-to-face meetings or app-based investment services.

Killik & Co demonstrates how a wealth management firm can grow while remaining focused on client service, independence, and accessibility. Its enduring principles guide the firm as it continues to support clients at every stage of their financial journey.

Richard O'Neill, Partner & COO, Killik & Co

We offer a full suite of wealth management and wealth planning services, from investment management to personal taxation and trust services.