Pilling & Co | Investment Management, ISAs, CTFs, JISAs and SIPPs

We pioneered Personal Equity Plans (PEPs) and their replacement Individual Savings Accounts (ISAs), and defined the development of this special market nationally. Our expertise in ISAs also covers Self Invested Personal Pensions (SIPPs) of which many clients have already taken full advantage. In recent years we have added Child Trust Funds (CTFs) to the menu and more recently Junior Individual Savings Accounts (JISAs) giving you the investment vehicles you need to look after all the family. However, we do not just give you sound information to enable you to choose your own investments, all administered by us, we also specialise in Investment Management and Discretionary Management services.

Pilling & Co is proud to have offered skilled Stockbroking and Portfolio Management Services for over three centuries. Our head office is named after our founder, Henry Pilling, who launched the firm in 1893. We offer a professional and friendly stock broker service to clients from all over the EU and have also forged excellent working relationships with many Solicitors, Accountants and IFA’s. We were pleased to receive numerous awards over the last decade from the Investors Chronicle voted for by their readers, the latest being for the UK’s “Best Execution Only Stockbroker” for “Customer Service”.

Portfolio Management

Our advice covers all areas and is not restricted to a limited range of ‘in-house’ investments. We can advise you in depth on investments once we have details of your ...
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Discretionary Management

Discretionary Management

Many Pilling & Co clients choose to have their investments managed by the firm on a discretionary basis. This is where investment decisions are made by us and acted upon ...
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Money Discussion

Investment Management

There is still a need for good stockbroking advice for clients who wish to retain ultimate control over their own investments. Working hand in hand with a dedicated Stockbroker who ...
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Alternative Investment Market (AIM) Portfolio

Under current legislation bequests made to a deceased’s spouse or to recognised charities escapes inheritance tax (IHT). Otherwise the first £325,000 (frozen until April 2021) of assets bequeathed on death ...
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Individual Savings Accounts (ISAs)

An Individual Savings Account (ISA) is a tax efficient savings scheme. We offer a Stocks and Shares ISA that also allows you to hold cash as part of your investment ...
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Junior Individual Savings Accounts (JISAs)

A JISA or Junior ISA (Junior Individual Savings Account) is a tax efficient savings schemes in two separate components, Stocks and Shares (SAS) and Cash Account. We offer a Stocks ...
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Pilling Ideal Portfolios (PIPs)

Pilling Ideal Portfolios (PIPs)

As a stockbroking and wealth management firm our Investment Managers have regular contact with the country’s leading fund management groups. It is difficult for a single fund management group to ...
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Self-Invested Personal Pensions (SIPPs)

Over the past decade pensions have changed beyond recognition. On one hand successive governments have continued to alter the legislation in the hope of encouraging more of us to save ...
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Can I Open an ISA this Year?

08/05/2020

Follow the flow diagram to determine if you can open an ISA in this tax year and the ISA allowance. Read more of our most popular ISA Questions and Answers ...
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April ISA & PEP Talk Publication

April ISA & PEP Talk Publication

01/06/2020

The latest edition of the quarterly ISA & PEP Talk has been available to clients in the the “Publications” section of Client Web Access (CWA) last week and is now available on our website for ...
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Tax year end statement and valuations

01/06/2020

We are currently generating our client tax year end statement and valuations which will be available as documents from Client Web Access (CWA) as soon as they are available ...
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Access your account valuations online

19/04/2020

Reminder: Our Client Web Access (CWA) service allows you to view on-line valuations for your ISA, SIPP, CTF, JISA, Nominee, Investment Managed and Discretionary Managed accounts with us. If you are a new customer then ...
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