Advised Stockbroking

At Killik & Co we offer personal stockbroking. At every level, from buying or selling a modest number of shares or units of a unit trust to looking after a large portfolio, we offer a quality advisory service built to your specific requirements.

We take the view that there can only be one manager of a list of investments, the client or the Broker. With our advised services the client is the manager and our role is simply to advise.

Our advisory service, as opposed to an execution only service, gives you informed opinion at every stage of every transaction.  This is not limited to advice on what to buy and sell, but extends to advice on the execution itself, an area often overlooked by those who limit themselves to execution only services.

So our clients always have another perspective before they commit themselves. Whether or not they choose to act on our advice is entirely up to them, but we believe they appreciate the extra input.

To enable you to consult us easily we assign you your own personal Broker, someone you can build a relationship with, seek advice from and exchange ideas with. With your Broker you can discuss a level of service that suits your requirements. This will depend upon the level of involvement you wish to have in managing your investments, the complexity of your requirements, your risk profile and the value of investments that you wish to make.

Our Advised Stockbroking services at a glance