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 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.
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 Select Benefits software platform to ensure effective communication and simpler administration.
Selecting and managing a quality pension scheme is an important ‘duty of care’ to your employees, and can be an onerous task. Pilot will ensure that your workplace pension scheme remains competitive and meets the needs of your organisation. We also provide ongoing administration, governance, and regulatory compliance support.
Pilot is recognised as a leading expert on Teachers’ Pensions and works with schools across the UK, providing services to governors, head teachers and their management teams. Our extensive experience in the sector also enables us to offer advice on defined contribution workplace pension schemes and a range of 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 workplace 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, Former 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
Changes to the tapered pension annual allowance: implications for heads and other senior members of Teachers’ Pensions
The Spring Budget 2020 introduced changes to the much-criticised annual allowance tapering rules for higher earners, taking effect from the 2020/21 financial year. The changes will benefit many of our clients, although the very highest paid will have their...
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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.