Private Investors

Private InvestorsWhether you are buying for the first time or a seasoned investor Pilling & Co have products and services that can be tailored for you. Pilling & Co have been looking after the interests of private clients since 1893 and working for individuals and their families is still the backbone of what we do.

Please select from the private investor related products and services below or call 0161 832 6581 to discuss your requirements with our friendly and experienced stockbrokers.

Piggybank with Coins

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 strategy. Investments in an ISA ...
Learn More
Deck Chair and Palm Tree

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 for retirement – with no ...
Learn More
Money Storage Chest

General Investment Account (GIA)

You are one account opening form away from being able to operate a full stockbroking account with us. Our General Investment Account – we call it a Nominee Account – gives you access to a ...
Learn More
Three Piggy Bank Sizes

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 and Shares JISA that also ...
Learn More
Child Trust Fund Logo

Child Trust Funds (CTFs)

A Child Trust Fund (CTF)  is a savings and investment account for children born on or after the 1st September 2002 and on or before the 31st December 2010. We offer two types of ...
Learn More
Plant in Hands

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 ...
Learn More
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 without delay. Some of our ...
Learn More
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 knows the market can add ...
Learn More
Lightbulb with Flower

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 ...
Learn More
Seedlings in Hand

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 ...
Learn More
Rolled Paper Plans

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 ...
Learn More
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 have sufficient expertise across all ...
Learn More
File Storage Box and Folders

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 ...
Learn More
Silver Secure Briefcase

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 ...
Learn More
Quill and Ink Pot

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 ...
Learn More
Mechanical Stopwatch

Real Time Dealing

Unlike many Stockbrokers, we can deal instantly for you. When you ring us you your call be answered by a qualified stockbroker and you will not be put through several call transfers. Orders given to ...
Learn More
 

Important Legal Notice for Private Investors

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. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice based on your personal circumstances before investing. The information provided on this website is intended for UK residents only. By continuing to use this website you confirm that you have the necessary right to do so. In particular the information provided does not constitute an offer to sell or buy securities for the benefit of any US resident or US person.