At Pilling & Co, we believe that shared knowledge is powerful capital. For over 130 years, we’ve been trusted partners to individual investors, companies, trusts, and charities, and we’re also proud to extend our premium stockbroking services to Investment Clubs. We understand the unique dynamics of club investing, and we’ve reviewed our offering to make managing your shared portfolio simpler, more efficient, and more successful.
Why Choose Pilling & Co
Navigating the markets as a group should be a rewarding experience, not an administrative burden. Our service removes the common hurdles Investment Clubs face.
- Dedicated Club Accounts: A single, streamlined account in your club’s name, with clear reporting.
- Simplified Administration: Easy-to-manage membership changes, transparent record-keeping, and consolidated tax documentation.
- Familiarity and adaptability: You will have a dedicated point of contact who will know you, your members, your communication preferences, and your trading patterns; able to adapt the service to fit your needs.
- Real-time Trading: Our team of experienced traders are always available for you on the telephone, ready to execute at the best prices we can achieve, at the time you want to trade.
- Club-Friendly Support: Your club gets accessible staff who understand club structures and can help with queries quickly and efficiently.
- Secure Online Access: Our read-only platform where designated officials can view the portfolio and transactions, allowing full transparency for all members.
How It Works: Getting Started is Easy
- Form Your Club: Gather your members and define your club’s operating agreement.
- Open Your Account: Complete our straightforward application process. We’ll guide you through every step.
- Fund & Invest: Transfer your club’s capital and start executing your group investment decisions.
Have questions? Our dedicated team is here to help.
Phone: 0161 832 6581 | Email: dealers@pilling.co.uk