18th Birthday CTF

Turning 18 years old with a Pilling Child Trust Fund

For the attention of Pilling & Co Child Trust Fund holders as they become 18 years old What is ...
18th Birthday

Registering for your CTF

I have been told my Child Trust Fund is with Pilling & Co If you have received information that Pilling ...
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Market Buzz

Customer service levels at HM Revenue and Customs have sunk to an “all-time low”, parliament’s spending watchdog has said. Users ...
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Latest News

Wall Street stocks closed Wednesday in negative territory, as investors braced for upcoming inflation reports.
New Client Enquiry Form

New Client Enquiry Form

We have a range of managed portfolio options that you can access depending upon how much assistance you require and ...
Pilling Ideal Portfolios (PIPs) Factsheets

Pilling Ideal Portfolios (PIPs) Factsheets

The Pilling Ideal Portfolios (PIPs) are six portfolios of funds carefully selected by our Investment Managers.
AIM Portfolio Service Factsheet

AIM Portfolio Service Factsheet

The AIM IHT Portfolio Service Factsheet provides commentary on our discretionary managed AIM IHT portfolio service.
Client Testimonials

Client Testimonials

Our commitment to service and quality is reflected in what clients say about us. I have been a Pilling’s Discretionary ...

Stockbroking and Portfolio Management Services over three centuries

Pilling & Co is proud to have offered skilled Stockbroking and Portfolio Management Services for over three

Our head office is named after our founder, Henry Pilling, who launched the firm in 1893.

We offer a professional and friendly service to clients from around the world and have also forged excellent working relationships with many Solicitors, Accountants and IFA’s.

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. We also specialise in Discretionary Management services.

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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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 2028) of assets bequeathed on death ...
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Individual Savings Accounts (ISAs)

What are Individual Savings Accounts (ISAs)? Individual Savings Accounts (ISAs) are tax efficient savings schemes. We offer a Stocks and Shares ISA that also allows you to hold cash as ...
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Junior Individual Savings Accounts (JISAs)

What are JISAs? Junior Individual Savings Accounts (JISAs) are tax efficient savings schemes in two separate components, Stocks and Shares (SAS) and Cash Account. We offer a Stocks and Shares ...
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)

Self-Invested Personal Pensions (SIPPs) were launched by the Government in the 1989 Budget to allow independent investors to choose and control their own investments in a form which is tax ...
Citywire Wealth Manager Article

Citywire Wealth Manager Article

Our Senior Wealth Manager, Nigel Moore was featured in Citywire Wealth Manager providing his top fund pick for 2024. You can read the feature at: https://citywire.com/wealth-manager/news/a-fund-for-2024-17-buyers-reveal-their-top-picks/a2434310?page=2 ...
AIM IHT Portfolio Factsheet (to end of January 2024)

AIM IHT Portfolio Factsheet (to end of January 2024)

The latest edition (to 31st January 2024) of our AIM IHT Portfolio Factsheet is now available ...