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Discretionary Management Service

Many Pilling & Co clients choose to have their investments managed by the firm on a discretionary basis. This is where tactical decisions are made by us and acted upon without delay.  Some of our clients work abroad and are happy that their interests are being looked after when they are away.  Others simply wish to rest easy knowing that their assets are receiving professional care and attention and they can make as much or as little contact as they like.

The account will be managed strictly in accordance with the investment objectives agreed with you.  You may have restrictions to place on the account, for example, on ethical or risk grounds.  These will be recorded on your file before any investment decisions are taken and will be followed.  Your situation may change in the future and your investment objectives may be different.  You can change the way your account is managed at any time by simply informing your Investment Manager of your new needs. Once again ISAs, SIPPs and CTFs can be combined to make up the minimum portfolio size of £75,000.

Our Discretionary Service gives you:

  • Our highest level of service, managing investments under a 'Contract of Care'

  • Your personal Discretionary Manager

  • Six-monthly Report including an Economic and Portfolio Review, Statement of Transactions and a Reconciliation of Performance

  • Quarterly Valuations

  • Portfolios built from 'scratch'

Your discretionary manager has no restrictions on the investments for your portfolio.  There is no agenda pushing us to invest your money in certain brands or products.  With investment opportunities in different sectors or markets, we have the freedom, (providing your investment restrictions are not breached), to seize these opportunities for you.

Pilling & Co is pleased to give you this service on a fee basis.  The management fee is 1.0% plus VAT per annum of the value of the portfolio up to £250,000 and 0.5% plus VAT on any excess, and is charged proportionately every six months.

As a discretionary client, we still send you contract notes immediately, confirming all your dealing transactions.  Every six months we send you a full report including a statement of transactions and reconciliation of performance so you can always see your account position.

Having previously been voted 'UK's Best Dealing with Advice Stockbrokers', you can rest assured that our award-winning investment managers are experienced and well placed to look after you and your investments with a level of personal service that is rare these days.

To open an Investment Management or Discretionary Management account, please complete the New Client Application Form and our Client Agreement Form.

When returning these documents please give us as much detail as possible including full details of your investments and personal financial circumstances which will make our advice as suitable as possible.

If you would like to open an account with Pilling & Co but wish to talk to somebody first, our investment managers will be pleased to speak to you on +44 (0)161 819 4825.  Alternatively, you can write or e-mail us describing the type of service you require.  You can also arrange to meet your investment manager in Manchester, and put a face to a voice.

New Client Application Form

Client Agreement Form

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Important Notice: The value of investments can fall and you may get back less than you invested. Past performance is not a reliable indicator of future returns. There is no guarantee that the tax efficient nature of any investment product mentioned within this website will remain. Investments may not be suitable for everybody and potential investors are recommended to seek independent advice before investing.