Private Investors

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.

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.

Individual Savings Accounts (ISAs)

An Individual Savings Account (ISA) is a tax efficient savings scheme. Investments in an ISA are free of capital gains tax. We offer a Stocks and Shares ISA that also allows you to hold cash ...
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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 ...
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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)

A JISA or Junior ISA (Junior Individual Savings Account) is a tax efficient savings scheme in two separate components, Stocks and Shares (SAS) and Cash Account. We offer a Stocks and Shares JISA that also ...
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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, ...
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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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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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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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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 ...
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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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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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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 ...
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