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.
Almost 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 a 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.
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.
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.
Killik & Co were one of the first Private Client Brokers to offer SIPPs (Self Invested Personal Pensions).
Killik & Co moved our Head Office to 46 Grosvenor Street, Mayfair, with our original offices remaining as the Chelsea Branch.
Killik & Co’s campaign, along with another firm, for equal voting rights for beneficial shareholders, succeeds.
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.
Killik Explains Video and Podcast series launches with Tim Bennett: a mark of our on-going commitment to financial education.
Voted Wealth Manager of the Year | Best Discretionary/Advisory Wealth Manager | Best Full SIPP Provider | Best Wealth Manager for Trusts
Paul Killik awarded Financial Times and Investor’s Chronicle Editor’s Award for Services to Private Investors
Voted Wealth Manager of the Year | Best Discretionary/Advisory Wealth Manager | Best Full SIPP Provider | Best Wealth Manager for Inheritance Tax and Succession Planning