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Investment Management Service

There is still a need for good stockbroking advice for clients who wish to retain ultimate control over their own investments. Working hand in hand with a dedicated Stockbroker who knows the market can add considerable value.

Our Investment Management Service gives you:

  • Your Personal Investment Manager

  • Portfolio Monitoring

  • On-line Valuations

  • Six monthly in depth Portfolio Reviews

  • Regular Economic Report

  • Portfolios built from 'scratch'

  • Corporate Actions advice (e.g. Rights issues etc)

From information that you give us we work out your requirements and consider your view of risk. In some cases we might suggest broader investment areas as well as looking at Capital Gains and Inheritance Tax Planning. Our Investment Managers have the skills to discuss specialist investments such as ISAs, Pensions and certain other tax efficient products as well as stocks and shares.

Pilling & Co offers this service on a fee basis. The management fee is 0.75% 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.

The minimum portfolio value for an investment managed account is £75,000 with no maximum. You can include ISA and SIPP accounts with ordinary accounts to reach the minimum figure, as well as combining a spouse’s portfolio. We do stress however, that all these accounts must be with Pilling & Co and in our nominee company.

For further details of our Investment Management Services please call 0161 819 4825.

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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.