The Panel Portfolio™ is our flagship investment management service. Asset management within the portfolio is allocated to specialists who are backed by our in-house research expertise and mandated to invest directly on your behalf. The Panel therefore offers expertise and transparency in return for a simple 1% fee plus nominal transaction charges.
HM Treasury has announced that, subject to market conditions, a retail sale of Lloyds shares will take place in Spring 2016. We understand that:
- Investors will be able to apply for between £250 and £10,000 worth of shares
- A 5% discount to Lloyds’ market price will be offered
- Applications of up to £1,000 will be prioritised
- Investors who retain their shares for at least 12 months will receive one bonus shares for every 10 they own, up to the value of £200 per investor
Please remember that the value of investments can fall as well as rise and you may not get back the amount invested.
Register now for updates and to be notified when this offer is live.
We've always valued being recognised for our work with awards very highly because they were voted for by our clients, who are the people that really matter.
Past performance is not a guarantee of future performance.
A wider range of services
Established in 1989, Killik & Co provides wealth planning, investment management and advisory stockbroking services, with access to all major asset classes - equities, fixed income bonds, offshore bonds, commodities and currencies – in over 30 markets worldwide.
If you would like help selecting the right service for you, please choose one of the options below:
Over the years, we have received an array of awards recognising us for our performance and were delighted to receive five top accolades at the recent 2014 Investors Chronicle and Financial Times Investment and Wealth Management Awards – Best Wealth Manager, Best Discretionary / Advisory Wealth Manager, Best Full SIPP Provider and Best Wealth Manager for Trusts. Paul Killik was also presented with the Editor’s Award for Services to Private Investors.
We've always valued being recognised for our work with awards very highly because they were voted for by our clients, who are the people that really matter
Meet the team
Killik & Co’s continued success is steered by a strong and diverse team which has amassed several decades of experience in Private Client Stockbroking and financial services. Together, they are continually developing new and innovative ways to care for and support our clients.
Our Head Office is located in Mayfair and we have a further seven branches in the Greater London area, a regional branch in Ipswich and an international branch in Dubai. All branches are open to both clients and the general public to walk in and speak to one of our highly experienced Brokers or Wealth Planners.