Professional financial planning offers more than you might expect. First and foremost, it’s about putting you in control of your finances, so you know exactly where you are, and where you’re heading. Holistic, intelligent advice: it’s what Pilot is all about.

Pilot’s evidence-based approach to the management of your investments is designed to deliver consistent long-term results through the ups and downs of the stockmarket. We believe strongly that reducing the overall cost of investing is a key driver of your returns.

Increasing life expectancy means that the financial aspects of retirement require careful planning. At Pilot, we focus on ensuring that your investments deliver the best retirement income possible, so that you can enjoy, rather than endure, your life after work.

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 provides professional advice to help trustees meet their legal responsibilities and achieve the specific financial goals and objectives of a trust or charity. We create bespoke investment solutions to balance the requirements for income and capital growth.

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.