The Killik & Co ISA
- The Killik & Co ISA offers the widest range of permitted tax free investments including UK and Foreign Equities, Bonds and Funds. We can buy almost any ISA qualifying investment traded almost anywhere in the world.
- ISA clients can deal in most funds with up to a 7.5% discount on the initial offer price.
- Killik & Co are able to negotiate a full discount of the initial charge on all our recommended funds. At every opportunity this discount is simply passed on to the client to ensure that we are consistently competitive on cost.
- The Killik & Co ISA carries no initial set up fee and our annual 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 ISA.
- The Killik & Co ISA has no minimum investment size and can accept regular payment by direct debit.
What to do next
Read about the benefits and risks associated with an Individual Savings Account (ISA).
ISA Review Service: If you would like one of our qualified Brokers to review all your current ISA investments, without charge, please call us on 020 7337 0520.
Request our ISA Brochure: Read more about the Killik & Co ISA by requesting our free ISA brochure, electronically or by post.
ISAs explained: For further information about ISAs and tax free investments, please request your free copy of ISAs explained.
ISAs - 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.
- Killik & Co Brokers can offer 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.


