Killik & Co wins Wealth Manager of the Year 2010

 

The Killik & Co SIPP

  • There is no initial SIPP set up fee and our annual SIPP charge is in the form of a flat custody charge on each security held, and is not calculated as a percentage of the overall value of the SIPP.
  • The Killik & Co SIPP pension arrangement will permit the holding of Protected and non Protected Rights.
  • The Killik & Co SIPP retirement options offer Unsecured Pension (USP) and Alternatively Secured Pension (ASP).
  • SIPP clients will be able to deal in most funds with up to 7.5% discount on their initial price.

 

What to do next

Read about the benefits and risks associated with a Self Invested Personal Pension (SIPP).

Pension Review Service: If you would like one of our qualified Brokers to review your current pension arrangements, please call us on 020 7337 0520.

Request our SIPP brochure: Read more about the Killik & Co SIPP by requesting our free SIPP brochure, electronically or by post.

SIPPs explained: For further information about SIPPs and your retirement options, please request your free copy of SIPPs explained.

 

SIPPs - Why Killik & Co are Different

  • We are a relationship firm, every single client has an allocated Broker, who is the single access point to provide investment advice, execution and to handle administrative issues. We hope that our clients will build long term relationships with their Broker. In addition, each client is allocated a Partner Responsible, more senior in the Firm than their Broker, to whom they can turn should they ever wish to.
  • We view ourselves as our client's agent, acting for our clients as they would act for themselves if they had our knowledge and experience.
  • Clients have complete access to our investment research, which is frequently referred to in the national press, including our highly regarded Daily Note and our quarterly review of markets called Confidant. Our Research coverage includes Equities, Bonds and Funds.
  • Research notes are sent by email to all existing holders of a Fund or Equity immediately upon publication and we also use SMS text messaging with the most urgent information.
  • Your Killik & Co stockbroker can offer you advice on market timing, the purchase of a single share, bond or fund, or the construction of a portfolio of investments. Our investment advice will be given in the context of the particular circumstances of each individual client.
  • In current market conditions our clients are very interested in Bonds (Fixed Income Investments). Your Killik & Co Broker is able to offer advice on a wide range of Bonds issued by good quality companies, offering income yields far higher than interest rates currently available through the Banks. Furthermore, we are one of very few Firms able to make certain institutional Bond issues available to private investors.
  • High yielding equities with good balance sheets are also proving popular and your Killik & Co Broker will be able to guide you through the widest range of investment opportunities.
  • Killik & Co prides itself in being able to deal in almost any security listed on almost all the World's markets and most Global Funds and Hedge Funds.
  • Killik & Co are one of the very few UK Stockbroking firms that offer their clients copies of the Reports & Accounts of the companies in which they are invested, along with the ability to vote their shares.

 



Request a copy of ISAs vs SIPPS explained to find out more