Products

Long before anyone conceived the term ‘investment platforms’ we pioneered the development of Personal Equity Plans (PEPs) and their replacement Individual Savings Accounts (ISAs), we helped to define the development of this special market nationally. Now the focus has widened to include Self-invested personal pensions (SIPPs) as an adaptable home for your retirement savings or Junior ISAs (JISAs) as the first choice in tax efficiency if you want to build investments for the under 18s. JISAs are themselves a development from Child Trust Funds (CTFs). Although new CTFs cannot be opened they can be transferred to us from other providers.

However, we do not just give you this platform of open-architecture products that allow you the widest investment freedoms we can also advise how you invest within them. If you want sound advice from seasoned investment professionals we have an investment team who will help you to build and monitor your own portfolio. Their services are described in more detail on the Portfolio Management page but out of this department have grown two services that are very popular and have their own standalone brochures.

The Pilling Ideal Portfolios (PIPs) are a set of model portfolios that began in 2001 and have a strong and long performance record. The AiM Portfolio is a specialist portfolio to help people reduce their estate’s exposure to inheritance tax (IHT). It comprises stocks from the UK’s junior stock market to achieve this. Both services have dedicated information that you can access here.

Select from our current list of Products below for more information.

Child Trust Fund Logo
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 ...
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Money Storage Chest
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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Piggybank with Coins
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 ...
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Three Piggy Bank Sizes
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 ...
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Deck Chair and Palm Tree
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 ...
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