Killik & Co has been advising clients how to save, plan and invest for nearly 30 years
Unlike most other firms operating in the financial sector, Killik & Co believes in maintaining a visible local presence. ‘Having a Chiswick branch on the High Road is integral to the business,’ confirms Tom Fagg, the Senior Investment Manager. ‘We take great pride in our friendly service, so it makes perfect sense to be readily accessible to clients.’
Paul Killik opened his first office in 1989 in Chelsea. His ethos was simple: to make the benefits of investing available to all and to deliver the highest standard of professional, impartial wealth management advice. Today, those core values remain exactly the same.
‘Alongside our award-winning advisory and discretionary investment and planning expertise, we have a full suite of complementary services,’ explains Tom. ‘These include inheritance tax planning, will writing, stockbroking and setting up trusts and lasting powers of attorney. Whatever we do, our approach is based on a clear understanding of each client’s aspirations and circumstances. Also, being independently owned, we are always able to be flexible and unbiased in the strategies and solutions that we suggest.’
Killik & Co is, in fact, one of few businesses in the industry to continue to provide advisory investment management. ‘Historically, we’ve always been committed to that,’ says Tom. ‘Of course, we have a bespoke discretionary service as well (the company won Best Discretionary/Advisory Wealth Management at the 2017 Investment and Wealth Management awards), so we like to think that we offer the best of both worlds.’
Relationship-building is at the heart of the Killik & Co philosophy. ‘Clients have a consistent point of contact through their Investment Manager and that close connection often extends across generations of the same family,’ says Tom. ‘So, for example, we can set up Junior ISAs for children while advising their parents on wealth planning and assisting their grandparents with inheritance tax issues.
‘We are delighted to offer reviews of current investments without obligation. Whether you wish to save regularly for your family, prepare for retirement or protect your estate, our team will be able to help you achieve financial peace of mind.’