Intermediaries

Looking after private clients can be a rewarding experience but you need to know where to go to obtain the help of fellow professionals who will help you provide the best service for your clients and respect the job you already do for them. Thankfully you have found your way to Pilling & Co whose dealing team and investment managers will discuss your needs frankly and efficiently.

We work with financial advisers, solicitors, accountants and other professional financial intermediaries in the United Kingdom. You can speak to them on 0161 832 6581 or follow links below to the products and services we can put at your disposal.

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 and, the first £175,000 of ...
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Model Portfolios

Model portfolios have several attractions for clients. Not only do they give quick access to a rounded portfolio of investments with varying risk/return characteristics but they have the advantage of cutting costs and being able ...
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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 have sufficient expertise across all ...
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Low Cost Managed Portfolios

We have a range of managed portfolio options that you can access depending upon how much assistance you require and how much you would like to invest. Model portfolios can be used for amounts of ...
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Nominee Service

Pilling & Co offer a comprehensive nominee service through our nominee company, St Ann’s Square Nominees Limited (SASNL). With standard rolling settlement now just 2 days, it is impossible to guarantee meeting settlement deadlines without ...
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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 personal financial background and what ...
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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 without delay. Some of our ...
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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 knows the market can add ...
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Portfolios for Inheritance Tax (IHT) Mitigation

Our AiM Portfolio Service is surely one of the most straightforward and effective methods of estate planning available because it offers investors relief from inheritance tax after just two years. We invest in a portfolio ...
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Probate Matters

At a time when clients are most in need of help, Pilling & Co are able to provide support, in a sympathetic and caring way. If you should be affected by a bereavement, please feel ...
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