Wealth Management


A key aspect of any financial advice is the effective management of your investments – something in which we specialise.

At Pilot we recognise that no-one can accurately predict how any individual investment will perform, but in this uncertain world, our wealth management approach is designed to deliver consistent long-term results through the ups and downs of the stockmarket.


Pilot’s investment policy is designed to maximise your investment return, based on an appropriate and agreed level of risk.

We achieve this through a highly structured investment process which focuses only on evidence-based sources of investment returns, rather than more speculative strategies that are likely to increase both costs and risk, as well as reducing the probability of superior investment returns over time.

All of our clients benefit from centralised investment research, which is updated on a regular basis by the Pilot Investment Committee. The Committee is supported by Dimensional Fund Advisors, an institutional investment manager, and independently reviews:

  • The over 60,000 investment funds, managed by UK and international investment managers, available to UK-based investors;
  • Portfolio construction and modelling; and
  • The latest academic research on investment management themes.


Your personal investment portfolio will be based on your particular circumstances and is determined by a number of factors including your attitude to taking financial risks, as well as your requirements for capital growth or income, which we can help you determine in detail through our strategic financial modelling.

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

Tel: 01803 864 092

Email: info@pilotfinancial.co.uk

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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