Financial Planning for Business Owners

As a business owner your family and business finances are often inextricably linked. Key challenges that Pilot can assist you with include:

  • Managing the trade-off between investing in the business and diversifying your assets;
  • Extracting profit from your business tax-efficiently;
  • Insuring key risks such as death or ill health which could knock your financial plans off-course;
  • Advising you on a business property purchase or financing via a Self-Invested Personal Pension (SIPP) or Small Self-Adminstered Scheme (SSAS).

In addition to our work with you as an individual, we can also offer a range of services to your business, from how best to meet the challenges of auto-enrolment and workplace pensions, to group income protection, life insurance and critical illness schemes for employees.

Registered address:
56 High Street, Totnes, Devon, TQ9 5SQ

Tel: 01803 864 092


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.

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