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Portfolio Management Service

Contact us on +44 (0) 20 7337 0777 or send us an email at info@killik.com to find out more about our Portfolio Management Service charges or alternatively fill out the form below to download the rate card.

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Managed Investment Service

Contact us on +44 (0) 20 7337 0777 or send us an email at info@killik.com to find out more about our Managed Investment Service charges or alternatively fill out the form below to download the rate card.

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Advised Investment Service

Contact us on +44 (0) 20 7337 0777 or send us an email at info@killik.com to find out more about our Advised Investment Service charges or alternatively fill out the form below to download the rate card.

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Incidental Charges

Transfers out (in all cases cash is viewed as a single security. Stamp duty may also be applicable)

£25 per security

Payments out

BACS – Free
Faster payment – £15
CHAPS – £25
Cheque – £10

Probate Valuation

1% of value of assets identified by us as attracting Business Property Relief (Excluding AIM IHT Service)

Tax Services (charges increase commensurate with the work)

Standard fee: £250

Unauthorised Debit Balances

Interest charges at 15% over Barclays Bank Base Rate or 20%, whichever is higher

Wealth Planning

Basic Wealth Planning advice is included within our Portfolio Services. However, more detailed work will be subject to additional, pre-agreed charges.

Legal Identifier Service (excl. VAT)

£70

Online reports are made available through our client portal, and through our App, which is available for download in the Apple or Android stores. Please speak to your Investment Manager if you require any help.

Reports available online currently include: Contract Notes, Statements, Tax Vouchers, Capital Gains Tax reports and Pension illustrations.