Award winning Investment Services
Killik & Co offer a blend of exceptional client service, personal planning and proven investment capability.
Past performance is not a reliable indicator of future results.
A trusted Partner for more than 30 years
Our focus on our clients and their needs means we continue to grow organically, largely through their referrals.
We offer a range of services and investment options to suit experienced investors and those just starting out. We may not be the biggest but we like to think we’re the best, with a history of award-winning service and ‘highest rated’ when compared externally with peers in client experience benchmarking.
(Source: AON Client Engagement Survey 2020. KPI: Relationship Manager Satisfaction 9.1 for Killik & Co versus 8.6 Industry Benchmark)
Dedicated research teams providing insight on individual equities, funds and fixed income.
We believe the best way to deliver long term performance is to invest with a long term mindset, identifying quality, growth companies.
Taking a global, thematic approach to investing; we seek to understand why and how the world is changing and the sectors and businesses that are most likely to be impacted. These insights instruct our investment selection as we build diverse portfolios, constructed to perform through economic cycles.
We are an independently owned and managed partnership, with access to the whole market, independent research and no conflict of interest.
Select from either our Managed or Advised services depending on your experience, time and inclination.
Whether you choose to delegate management or simply seek advice, you have a primary point of contact and access to a wide range of Specialist Investment and Wealth Planning Services and Tax and Trust expertise.
We also have a saving and investing app named Silo, for those looking to start investing small regular amounts.
A transparent approach to fees
We have built our services to provide exceptional value and flexibility, delivered at a transparent fee. With a range of services, thresholds and scales, we always ensure that prospective clients have full transparency on all fees and the benefits that these unlock.
For more information on individual service fees please contact us for an illustration.
Dedicated Investment Manager and access to your investments online
As you would expect, each client has a dedicated Investment Manager to agree a unique investment strategy, personalise recommendations and provide regular reviews.
You can also review your investments securely online or in-app with MyKillik.
Our Services
A trusted Partner for more than 30 years
All clients receive a dedicated Investment Manager and they all benefit from access to our platform and advice. The primary difference between these options are the speed, the flexibility to strike on opportunities, and the way investments are validated and portfolios are balanced.
A range of specialist investment services are also available and services can be allocated to all appropriate tax wrappers, such as ISAs, Sipps and Trusts. We also offer Wealth Planning, and Tax and Trust services in house.
We always start by understanding your needs before recommending a service.
Please do remember that as with all investments, your capital is at risk. Past performance is not a reliable indicator of future results. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Enquire to open or transfer to an account with us
If you are new to Killik & Co and would like to talk to us about
investing, our team would be delighted to help.
Enquire now:
Download our introduction brochure to learn more about us and our services.
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