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Our Story

Making the benefits of investing accessible to all

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.
30 years later and whilst much has changed, we are proud to admit that the heart of our philosophy and practice has remained the same. Having 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.

As an independently-owned business, we have made a point of growing organically and with care, never looking to mergers or acquisitions as a quick source of growth, but instead cultivating our relationships and building talent from within. That way we can be sure not only our staff, but all of our clients also share our core values and we can prioritise uncompromised client service.

We hope that these website pages will offer you a little more information about what it is we offer and what you can expect as a client of Killik & Co as well as a little history about our journey thus far.

Paul Killik, Founding Partner and SEO

Our Purpose

It all began in a small pharmacy in Chelsea...
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1989
30th January 1989
Killik & Co opened our first office in Cadogan Street, Chelsea, bringing investment opportunities to individuals, many of whom had never used stock markets before. This was helped, in part, by the mass privatisations of the late 1980s and 1990s.
1989 saw us become the first Private Client Broker to offer Nigel Lawson’s revamped PEP, the precursor to the ISA.
Killik & Co became the first Private Client Broker in the UK to adopt the US custodian model. This abolished the requirement for private investors to deal solely in share certificates.
Killik & Co were the first firm to offer postal-based share selling as a service to readers of Today and then The Sun, for the Abbey National demutualisation and subsequent privatisations.
1992
Killik & Co were one of the first Private Client Brokers to offer SIPPs (Self Invested Personal Pensions).
2000
Killik & Co moved our Head Office to 46 Grosvenor Street, Mayfair, with our original offices remaining as the Chelsea Branch.
2007
Killik & Co’s campaign, along with another firm, for equal voting rights for beneficial shareholders, succeeds.
2010
Paul Killik succeeded in his campaign for a retail bond market with the opening of the ORB (Order book for Retail Bonds) by the London Stock Exchange.
2013
Killik Explains Video and Podcast series launches with Tim Bennett: a mark of our on-going commitment to financial education.
2014

COLWMA, City of London Wealth Management Awards

Winner, Best ISA provider

Investment and Wealth Management Awards

Winner, Editor’s Award for Services to private Investors – Paul Killik

Winner, Best Full Sipp Provider

Winner, Wealth Manager of the Year

Winner, Best Discretionary/Advisory Wealth Manager

Winner, Best Wealth Manager for Trusts

Paul Killik awarded Financial Times and Investor’s Chronicle Editor’s Award for Services to Private Investors
2015

Investment and Wealth Management Awards

Winner, Wealth Manager of the Year

Winner, Best Discretionary/Advisory Wealth Manager

Winner, Best Full Sipp Provider

Winner, Best Wealth Manager for Inheritance Tax and Succession Planning

2016

Investment and Wealth Management Awards

Winner, Best Wealth Manager for Trusts

2017

Investment and Wealth Management Awards

Winner, Wealth Manager of the Year

Winner, Best Full SIPP Provider

Winner, Best Discretionary / Advisory Wealth Management

Winner, Best Wealth Manager for Tax and Trust Advice

COLWMA, Wealth Management Award

Winner, Innovation in Wealth Management

Winner, Education initiative

2018

Killik & Co launched House of Killik: Northcote Road in Battersea, London.

Investment and Wealth Management Awards

Winner, Best Full SIPP Provider

Winner, Best Discretionary / Advisory Wealth Management

2019

COLWMA, Investment and Wealth Management Awards

Winner, Best Junior ISA Provider

Investment and Wealth Management Awards

Winner, Wealth Manager of the Year

Winner, Best Discretionary / Advisory Wealth Management

Winner, Best Full SIPP Provider

Top Rated Tax Planning

 

2020

COLWMA, Investment and Wealth Management Awards

Winner, Family Office of the Year

2021

Investors Chronicle & Financial Times Celebration of Investment Awards

Readers Choice Investor Champion of the year

Investor Champion: Pension Drawdown

Investor Champion: Tax Planning

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Disclaimer

Please remember that we are an investment company and as is the very nature of investing, there are inherent risks. The value of your investments can both rise and fall over time and you cannot assume that past performance will repeat itself. You must be comfortable in the knowledge that you may receive less than you originally invested. The tax treatment of your investments with Killik & Co will depend entirely on your individual circumstances and may be subject to change, so please do seek advice.

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© 2018 Killik & Co. All rights reserved. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. OC325132 at 46 Grosvenor Street, London, W1K 3HN. A list of partners is available to view here.
© 2018 Killik & Co. All rights reserved. Killik & Co LLP is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. OC325132 at 46 Grosvenor Street, London, W1K 3HN. A list of partners is available to view here.
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