About Killik Chartered Financial Planners
Killik Chartered Financial Planners is the specialist financial planning arm of Killik & Co, one of the country's leading private client stockbrokers. We aim to provide high quality, holistic financial planning to those who are serious about growing, protecting and preserving their wealth.
Killik Financial Planning LLP has been awarded the prestigious "Chartered Financial Planners" title by the Chartered Insurance Institute (CII), which, with 90,000 members in 150 countries, is the world's largest financial services professional body. This award entitles us to trade as "Killik Chartered Financial Planners".
Why a Chartered Financial Planner?
This is the industry's gold standard for firms of financial planners. It confirms that we have satisfied rigorous criteria and have been successful in retaining highly-qualified financial planners who subscribe to the membership conditions of the CII.
It also involves a commitment to continuing professional development and adherence to a standard Code of Ethics and Conduct. You can view the Code at www.cii.co.uk within the section on Membership.
When you use a Chartered firm you are dealing with proven professionals in financial planning. The CII is empowered by the Privy Council to award Chartered status, and while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity in a variety of fields, including modern financial planning.
Why Killik Chartered Financial Planners?
We tailor our service to the individual requirements of each client, making our approach very personal. We offer whole of market advice rather than a "one size fits all" solution. We have no outside influences and our experienced and highly qualified financial planners, who are either Chartered Financial Planners in their own right or working toward this, offer truly independent financial advice.
Whatever stage of their financial planning career, all of our consultants undertake a regular programme of Continuing Professional Development to maintain and improve their investing knowledge and skills.
Clients who take advantage of our full financial planning service will benefit from a four stage process: firstly, helping them to identity their goals and aspiration (this is not always as easy as you may think!); secondly, preparing a financial plan of how to achieve those goals; thirdly, implementing any new products which may be required; and finally, reviewing and adjusting their financial planning to match their changing circumstances.
