The story of Killik & Co
On 30th January 1989, we opened the doors of our first Killik & Co branch in what was an old pharmacy on Cadogan Street in Chelsea.
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.
More than three decades later, and while much has changed, we are proud that the heart of our philosophy and practice has remained the same. From opening new branches to developing our investing app, we always look for new and distinctive ways to make wealth management more accessible and to improve the service we offer to our clients.
This approach has led to consistent recognition from publications and awards, including the Financial Times, Investors Chronicle, City of London Wealth Management Awards and more.
We value being independently owned as it means we can place the needs of our clients ahead of all others, providing the highest levels of service to them and their families.
While the content below provides a summary of our philosophy and our proudest achievements, nothing brings us greater joy than seeing our clients gain a sense of financial freedom and peace of mind through the service we provide.
"Our mission has remained the same, helping people to better understand their own finances and how to save & invest for their futures, delivering excellent service to our clients and becoming the best wealth manager for families."
Paul Killik, SEO
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.
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
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
Celebrated 10 years of The Killik Cup
2022
Investors Chronicle & Financial Times Celebration of Investment Awards
Tax Planning Adviser of the Year
Full SIPP Provider of the Year
Stockbroking Customer of the Year
Shares Awards
Best Wealth Manager
Opened House of Killik Esher
COLWMA investment and Welath Management awards
Best Advisory Service
2023
Investors Chronicle & Financial Times Celebration of Investment Awards
Best Discretionary/Advisory Wealth Manager
Full SIPP Provider of the Year
Opened House of Killik Chiswick
2024
Clem MacTaggart and Sarah Threadgould appointed Managing Partners.
Investors Chronicle & Financial Times Celebration of Investment Awards 2024 5 Star Winners.
Wealth Manager of the Year
Stockbroker of the Year
Selective Platform of the Year
Selective SIPP Provider of the Year
Selective ISA Provider of the Year
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