Our commitment to service and quality is reflected in what clients say about our Discretionary Management Services.
Mike Talbot has been my Discretionary Investment Manager at Pilling and Co since May 2019.
From the first occasion we chatted, I felt at ease with him, and we have an excellent connection. He did not begin to invest on my behalf for a few months, as he took that time to get to know me and my personal situation very thoroughly before investing my available funds.
Mike is professional, conscientious, efficient, helpful and very caring. We chat several times a year (in addition to emails), so that he keeps up to date with my personal circumstances and makes the most appropriate investment decisions for me. As my health is variable, it is very comforting that he is looking after this aspect of my life for me.
I would not hesitate to recommend Mike (and his backroom Support Team) to others.
I don’t know where l would be today without Terry Applegate’s continuing great work on my behalf and l have followed Pilling’s periodic investment reports avidly and gratefully over a good many years now.
For over twenty years, my late husband spoke highly of and trusted Pilling & Co and Terry Applegate of Pilling, with his share portfolio. My share portfolio has been managed by Terry Applegate for over sixteen years. On my husband’s passing, Terry put measures in place to ensure a steady return on the value of my portfolio. When matters have to be executed within a time frame, Terry adheres to agreed time frames. Based on the excellent, reliable service Terry has provided, my stepson also puts his trust in Pilling and Co.
Terry’s knowledgeable and efficient management and Pilling’s services have made it possible for me to make progress towards achieving my goals. Terry is approachable, helpful and pleased to provide information and respond to questions. I value his sound advice. It is reassuring to know that Terry is managing my portfolio at Pilling and Co.
I have been a discretionary management client of Terry Applegate for the past ten years during which time I have enjoyed watching a healthy return on my investments. I have limited knowledge and understanding with regards to investments, but I am reassured to have Terry as the custodian of my affairs. He always makes time for a friendly and expert chat both on the phone and recently, in person at the Pillings office. It is a huge weight off my shoulders to know that he understands me and my situation. I can truly rely on him to manage my portfolio professionally and efficiently to give me a safe and secure retirement.
I have been very appreciative of the help and advice given to me by Pillings over the years in relation to my investments. Terry Applegate has always given me constructive and sound advice, and I value his support and guidance.