Low Cost Managed Portfolios

Seedlings in Hand

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 £20,000 and upwards and the management fees are a flat 0.5% plus VAT. We can manage bespoke portfolios from £75,000 with management fees of between 1% and 0.5% plus VAT without the high minimum fees often charged by competitors. With administration fees also capped at a low competitive level the ongoing fees for managing a portfolio at Pilling are some of the lowest available from full service investment managers. Don’t forget, whichever service you choose you will have a nominated investment manager whom you can talk to and the back up of our web service to monitor your portfolio.

Further Information