Turning 18 years old with a Pilling Child Trust Fund

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 a Child Trust Fund (CTF) and why do I have one? ...
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AstraZeneca said it had agreed to sell the rights to its cholesterol treatment Crestor to Germany’s Grunenthal for up to $350m (£261m). Tate & Lyle said on Tuesday ...
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Stockbroking and Portfolio Management Services over three centuries

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

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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.

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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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If you have a question and would like to speak to one of our team please email or phone them if you know their address or extension.

If you do not have a particular person you wish to contact but want to talk to someone who will be pleased to help, contact us and we shall endeavour to assist you.

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October ISA & PEP Talk Publication

October ISA & PEP Talk Publication

The latest edition of the quarterly ISA & PEP Talk has been available to clients in the the “Publications” section of Client Web Access (CWA) earlier this week and is now available on our website ...
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Do you have a disabled child with a CTF who will be turning 18 shortly?

A Child Trust Fund (CTF) is an investment account given by the government to all children born between 1st September 2002 and 1st January 2011. The aim of the scheme was to ensure that all children had some ...
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  • 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.
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