Over the years Pilling & Co has formed excellent working relationships with numerous solicitors, accountants and financial advisors.

These relationships have been enhanced by our ability and willingness to be flexible in the service we offer you. We can liaise directly with you if you wish so your client has you as the point of contact and does not have to deal with unwanted paperwork. You also have complete confidence that there is no cross selling.

We can also tailor our service to suit your requirements so you decide who your client has contact with and what they actually receive from us with regard to contract notes, statements, valuations and newsletters.

We provide a wide range of services all of which are administered in house, some of these include:

• PEPs;

• ISAs;

• SIPPs;

• CTFs;

• PIPs (Pilling Ideal Portfolios);

• Discretionary Management;

• Investment Management;

• AIM Discretionary Portfolio (IHT mitigation);

• Execution only share dealing;

• Probate valuation of securities;

• Nominee service;

• Investment Clubs, Trusts or Businesses.

As you would expect, we rebate a percentage of our commission to you for the introduction of the business if you are registered with the FSA as an agent. This rebate is not just an initial payment but continues every time a transaction is carried out for the customer where commission is charged. Payments are made to you on a quarterly basis and could develop into an ongoing income stream for your business.

If you would like further details of this or any of our services please contact us without obligation. You can see further details of these services by clicking on the links above.

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