Private Investors

Private Investors TalkingPilling & 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.

Whether you are buying for the first time or a seasoned investor Pilling & Co have products and services that can be tailored for you.

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.

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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 part of your investment strategy ...
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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 efficient. There is no income ...
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 ...
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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 JISA that also allows you ...
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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 CTF, ...
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 ...
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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 and, the first £175,000 of ...
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 ...
Rolled Paper Plans

Model Portfolios

We have six models in our Pilling Ideal Portfolio range with a performance history dating back as far as 2001. Model portfolios have several attractions for clients. Not only do they give quick access to ...
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 ...
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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 two days, it is impossible to guarantee meeting settlement deadlines without ...
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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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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 ...

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.