The Commercial Property Network (The CPN) is pleased to welcome Killik & Co as our newest Network Partner.
Killik & Co has been helping families grow, protect and pass on their wealth for over 35 years. As one of the UK’s few remaining independently-owned wealth managers, they pride themselves on providing award-winning, personalised financial advice at every stage of life.
Their integrated approach to wealth management combines investment expertise with financial planning, ensuring that all elements of a client’s financial strategy are aligned to achieve long-term goals.
A key area of their offering is commercial property within a SIPP (self-invested personal pension) – a growing but under-serviced part of the market. Killik & Co provides an efficient and robust framework for clients looking to hold commercial property in their pension portfolios. Beyond this, they also offer a wide range of services, including retirement planning, inheritance tax services, estate planning, cashflow forecasting, financial protection, trusts, and will writing.
On joining The CPN, Blaise Radford, Wealth Planner at Killik & Co said:
“We are excited to partner with The CPN. Commercial property within a pension portfolio is an area of growing opportunity but remains under-serviced. We’ve built an attractive and efficient solution for clients looking to hold commercial property in a SIPP, and we look forward to sharing this with the network and their clients.
Through this partnership, we also look forward to sharing the breadth of our wider services. Our aim is to ensure that members not only benefit from access to commercial property advice but also understand how every part of their wealth strategy can work together seamlessly, helping them move with confidence towards their long-term goals.”
Fergus Laird, President of The CPN, commented: “We’re delighted to welcome Killik & Co as a Network Partner. Their expertise in wealth management and, in particular, their specialist knowledge around commercial property in SIPPs, will add real value to our members and their clients. This partnership reflects the strength of The CPN in bringing together complementary expertise to better serve the market.”