What sets us apart; how we do business and the benefits of dealing with a Chartered Firm.

All aspects of financial planning from pensions and annuities to inheritance tax planning and trusts; truly independent financial advice.

Helping you protect your business in the event of death or illness of key staff and providing employee benefits such as pensions and private medical insurance.


 

 

Services such as investment reviews and pension advice in divorce cases. Refer clients with confidence.

Make the most of your tax status and receive independent advice on offshore bonds and pensions (such as QROPS) as well as arranging international life and medical cover.


New to

Killik Chartered

Financial Planners?

New Client Team