Svenja Keller | Partner, Head Of Wealth Planning
Killik & Co

Svenja Keller, Partner, Head Of Wealth Planning, Killik & Co

Svenja heads up the Wealth Planning department at Killik & Co, an independently-owned investment house whose mission it is to inspire individuals to save, plan and invest so that they can live their Life Well Lived, whatever that means to them. Svenja is responsible for a team of financial planners and tax & trust specialists. She believes in providing an all-encompassing service to clients, which includes helping clients to identify their objectives first before then creating a financial plan with them. Svenja is a Chartered Financial Planner and a Fellow of the Personal Finance Society and she is also a member of the Society of Trust and Estate Practitioners.

Appearances:



WLTH Day 1 @ 13:55

Encouraging savers to plan and invest to create new wealth clients

last published: 31/Mar/20 15:45 GMT

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