Looking after private clients can be a rewarding experience but you need to know where to go to obtain the help of fellow professionals who will help you provide the best service for your clients and respect the job you already do for them.
Thankfully you have found your way to Pilling & Co whose dealing team and investment managers will discuss your needs frankly and efficiently.
We work with financial advisers, solicitors, accountants and other professional financial intermediaries in the United Kingdom. You can speak to them on 0161 832 6581 or follow links below to the products and services we can put at your disposal.
Some of the information in this area of the website is aimed at financial advisers, solicitors, accountants and other professional financial intermediaries in the United Kingdom. It is not intended for use by private investors or onward distribution to retail clients or the general public.
AIM Portfolio Service for Intermediaries
Model Portfolios
Pilling Ideal Portfolios (PIPs)
Low Cost Managed Portfolios
Nominee Service
Discretionary Management
Portfolios for Inheritance Tax (IHT) Mitigation
Probate Matters
Testimonial
Blyth-Richmond’s connection with Pilling & Co goes back to our first contact with Andrew White who visited us in Leicester in 1992. It soon became apparent that we could work together, and our association has developed, to the extent that we have maintained a positive connection for over thirty years. We have built up a sound working relationship with members of staff both in the dealing room and the administration department. The most compelling benefit with Pilling & Co is their ability to respond quickly and effectively. This is a very important advantage to a small operation like ours where time is of the essence and the ability to provide an efficient service to clients is vital.