Killik & Co

About

We are an independently owned investment house that has been advising clients on how to save, plan and invest for almost 30 years.

Story

We are an independently owned investment house that has been advising clients on how to save, plan and invest for almost 30 years.

On the 30th January 1989, in what was an old Pharmacy on Cadogan Street in Chelsea, we opened the doors of our first branch. With nothing more than a handful of close friends and family to call our clients, we set out with a simple enduring belief, that we would make the benefits of investing available to all. Having since been voted Wealth Manager of the Year on more than one occasion by both our clients, and the readers of the Financial Times and Investors Chronicle, we are proven to deliver the highest standards of professional and impartial advice to our clients, helping them to achieve financial peace of mind, whatever their circumstances.

Products

Save

Silo, ISAs, Junior ISA, Self-Invested Personal Pension (SIPP) and Junior SIPP.

Plan

Comprehensive Wealth Planning, Focused Planning, Planning for Retirement, Inheritance Tax Planning, Wills Tax & Trusts and Family Office

Invest

Managed Portfolio, Advised Portfolio and Special Investments: Multi-Manager, Managed Fixed Income, Special Situations Portfolio, Dividend Growth Service, Inheritance Tax Portfolio, Killik Currency Service, Offshore Service and Shareowner Service.