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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

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1989

Chelsea

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

Mayfair

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

Glasses

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

Award

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 NCR branch

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

View our awards cabinet

 

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

The Killik Cup Barbarians V World XV May 2023 (1ST HALF) 072

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

Awards

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 

COLWMA investment and Welath Management awards

 Best Advisory Service

2023

MH Killik&Co Chiswick 19 (1)

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

Image20241001125115

B Corp Certification

Clem MacTaggart and Sarah Threadgould appointed Managing Partners.

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