Welcome to Pilot:
Private Client Services
Pilot takes an integrated approach to financial planning and wealth management, linking your investment strategy with your goals, aspirations and values.
More and more people are choosing to factor social and environmental considerations into their investment strategy. At Pilot we firmly believe that it’s possible for you to both gain an investment return, and to make a positive impact on the world in which we live.
Pilot offers expert advice on inter-generational wealth planning, balancing taxation, control and timing considerations. We can also provide a sensitive, independent perspective on difficult later-life financial issues, such as funding care home fees.
A successful employee benefits programme will help you attract, engage and retain the best staff, cost-effectively. Pilot offers a wide range of financial, health and wellbeing and lifestyle benefits, all delivered through our BenefitFlex software platform to ensure effective communication and simpler administration.
Under Auto Enrolment legislation, all employers must offer a qualifying workplace pension scheme. We can help guide you through the complexities of scheme selection, implementation and employee communications and then provide ongoing governance, administration and regulatory compliance support.
Pilot is recognised as a leading expert on the Teachers’ Pension Scheme and is retained by a number of the UK’s leading schools to provide advice to governors, headteachers and their management teams. Services include advice on senior remuneration and pensions taxation, retirement planning and other employee benefits.
As a business owner, your family and business finances are often inextricably linked; Pilot can help you maximise the opportunities and manage the associated risks, ensuring you get the most from your hard work. We also offer support on company pensions and other employee benefits, allowing you to focus on what you do best.
What our clients are saying…
It's great to have documented our plans and to see everything so brilliantly presented. We feel in a lot more control!
Ali & Alex Cooke, Founders, Nkuku
Pilot provides thoughtful, reliable advice and we have been delighted with the work that they have done for us.
Dr Dominic Luckett, Headmaster, Sherborne School
Pilot has provided me with the most sound investment advice I've ever received.
Pilot exudes not only efficiency but also complete trustworthiness. A strategic approach to financial planning is combined with a detailed grasp of the complexities of pensions and tax legislation.
Dr. Tim Hands, Headmaster, Winchester College
Pilot understands that I have strong views on many social and environmental issues and showed me how it's possible to reflect these values in where my money is invested.
I've been impressed with their personal approach.
Clarissa Farr, High Mistress, St Paul’s Girls’ School
Their work has been hugely valuable and I cannot fault the service they offer.
James Lockwood, Headmaster, Woodhouse Grove School
The latest news from the Pilot Blog
Pilot Financial Planning director, Ian Thomas has weighed into the discussion regarding the transfer of clients in bulk to alternative platforms. Speaking in 'Money Marketing', Ian supported the call from Andy Bell (head of the AJ Bell platform) for guidance from the...read more
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Westwater Court, 53B Victoria Road, Dartmouth, TQ6 0QP
Tel: 01803 839194
Pilot Financial is a trading name of Pilot Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority, and Pilot Financial Consulting Ltd.
The Financial Conduct Authority does not regulate all products and services on this website.
Pilot Financial offers services only to clients in the UK.