With the budget (finally) just around the corner we thought there is no better time to let you hear from our Network Partner, Killik & Co, who offer expert financial advice, just when you need it most…which may be right now if any of Rachel’s rumours are true! Here we hear from Blaise Radford, Wealth Planner:
“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.
While many of the CPN Members and affiliates will be interested in our SIPP offering as vehicle for owning commercial property, it often forms a piece of a much wider financial puzzle. As a Wealth Planner, I help you to navigate life’s most important moments and work with you to help reach your financial ambitions. The objective may be purchasing your company’s offices using your SIPP, but more often than not the real objective is: “Help to secure my business by helping us purchase our premises” or “Ensure I can retire when I want to and maintain my standard of living”. Wealth Planning helps to solve these issues and turn numbers on a screen into something tangible for you.
Once the plan and structure is in place, our Investment Managers can help you to ensure your plan remains on track by investing surplus cash, reinvesting rental payments, and ultimately, creating an investment portfolio that is tailored to you and your needs. Our investment proposition is completely independent from third parties, to ensure we can purchase exactly what you need, when you need it. Our unique offering and our independence from shareholders or private equity ownership allow us to act in our clients best interests, and we look forward to being able to share this with the CPN moving forward. “
Our friends at Killik are also holding a webinar to give you insight on how the budget might impact you:
What does the Autumn Budget mean for you?
Join our Advisers as they discuss key announcements from the Autumn Budget and the implications on savers and investors at our live webinar.
Date and time: Tuesday 2nd December at 5:00pm
Host: Rachel Winter, Partner and Investment Manager
Panelists: William Stevens and Shaun Robson, Partners and Joint Heads of Wealth Planning
Register here: https://killik.zoom.us/webinar/register/3517631100842/WN_L_FAkKAnQmKKrn1Ms2CInw