Killik & Co

Today, Killik & Co is delighted to announce that Paul Killik has appointed Clem MacTaggart and Sarah Threadgould as Managing Partners. In this role, they will serve as the driving force behind the day-to-day business operations and the strategic direction of the company, working closely with the Senior Leadership team. Georgie Killik will now take on the additional role of Chief Strategy Officer, alongside her Deputy Senior Partner responsibilities.   With their combined expertise and shared dedication to our clients, Clem and Sarah will play a pivotal role in guiding Killik & Co through its next phase of growth, solidifying our position as a leading force in the wealth management industry.

Did you know that the Gender Pension Gap at age 40 is around 32%? This gap makes it more important than ever for women to take control of their pension and retirement planning early.    Our recent breakfast workshop with Killik & Co explored the ins and outs of pension consolidation and the strategies available for securing long-term financial security. Here are some key takeaways:   💥 Pension consolidation can be beneficial for those with multiple small pots, however it's important to get the finer details to understand the benefits and costs of consolidating.   💥 Pension investment plans are complex financial instruments, getting advice from an advisor can help clarify your options.   💥 Ensure you have beneficiaries listed for your pension plan! It's important to also review these around big life events.   Keep up to date with all our upcoming events: https://lnkd.in/d7EC2qT? Consider the risk before investing. Tax rules apply.

The latest edition of our quarterly magazine, Confidant is available now. In this issue Rachel Winter looks at some key lessons following an eventful quarter, Gordon Smith, CFA Smith delves into private markets and Centrepoint CEO, Seyi Obakin OBE discusses the charity's mission to end youth homelessness. Download now. #privatemarkets #investing #centrepoint

Rachel Winter rounds up a busy reporting week and looks at the impact of the upcoming US election, results from Intuitive Surgical plus the latest on Boeing strikes- all in today’s video. Watch here: #USelection #IntuitiveSurgical #Boeing

Falling interest rates tend to split opinion amongst savers and investors. Tim Bennett explains why in his latest short video. #investing #planning #financialeducation #interestrates #inflation

We are delighted to continue the Landform Consultants Ltd partnership with Killik & Co for a second year, unveiling the Killik & Co Futureproof garden, designed by Baz Grainger. We will bring you more news on the garden very soon. This Show Garden predicts how our changing climate may influence our future spaces and offers adaptive solutions to manage the consequences. #landform #LandformConsultants #RHSChelsea2025 #RHSChelseaFlowerShow2025 #RHSChelsea #sustainability #ZeroCement #WealthManager #SIPP #pensions #planning #saving #investing #FinancialAdvice #FutureHarvests #InvestInNature #FutureProofGarden #RainyDaySavings

As we approach the Autumn Budget, we have noticed a significant uptick in footfall into our high street branches, as savers and investors consider the options available for their finances.  Chief Strategy Officer, Georgie Killik observes “Periods of fiscal uncertainty are when our branches become invaluable – clients are able to walk in at a time that suits them and speak to an Adviser face-to-face, which offers reassurance that they have a robust plan in place. It’s why we are passionate about expanding our network and ensuring that we can offer a service for every type of saver that will withstand political and economic cycles in the long-term”. Visit https://lnkd.in/dDhacM9T to find out more. #financialadvice #AutumBudget24 #wealthmanager

Rachel Winter covers the fall in UK inflation data, why semiconductor stocks have experienced volatility, and the latest report from the International Energy Agency. #UKinflation #semiconductorstocks #IEA

There are steps we can take to reduce the risk that we will be scammed, as Tim Bennett notes in the last video of this three-part series. #investing #financialeducation #scams #onlinefraud

View our latest our latest Quarterly Trends Report here. Consider the risk before investing. Get in touch with us here: https://lnkd.in/eRFMJUU7 #inflation #equity #markets