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Independent Financial Advisors (IFAs)

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:

  • ISAs

  • SIPPs

  • CTFs

  • JISAs

  • 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

If you would like further details of this or any of our services please contact us without obligation.
 

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Members of The London Stock Exchange and WMA
Authorised and Regulated by the Financial Conduct Authority No. 
652114
REGISTERED IN ENGLAND AND WALES No: 9220456

Registered Office: Henry Pilling House, Booth Street, Manchester, M2 4AF, UK
© 2015 Pilling & Co Stockbrokers Ltd., All rights reserved. E&OE

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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.