There is still a
need
for good independent stockbroking advice for
clients who wish to retain ultimate control over their own investments.
Working hand in hand with a dedicated Stockbroker who knows the market can
add considerable value.
From information that you give us we
work out your requirements and
consider your view of risk. In some cases we might suggest broader
investment areas as well as looking at Capital Gains and Inheritance Tax
Planning. Our Investment
Managers
have the skills
to discuss specialist investments such as
ISAs,
PEPs,
Pensions and certain
other tax efficient products
as
well as stocks and shares.
Pilling
& Co offers this service on a
fee basis. The
management fee is
0.5%
plus VAT
per annum
of
the value of the portfolio up to £250,000 and 0.25%
plus VAT on any excess,
and is charged proportionately every six months.
The minimum portfolio value for an investment managed account is
£50,000
with no maximum. You can
include PEP, ISA and
SIPP accounts
with ordinary accounts
to reach the minimum figure, as
well as combining a spouse’s portfolio. We do stress however, that
all these accounts must be with Pilling &
Co and in our nominee company.
Our Investment Management Service gives you:
-
Your personal Investment Manager
-
Portfolio monitoring
-
Monthly valuations
-
Six monthly in depth
portfolio reviews
-
Regular economic report
-
Portfolios built
from “scratch”
-
Free nominee serviceNRA0206
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