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Private Client Services
Pilot takes an integrated approach to financial planning and wealth management, linking your investment strategy with your goals, aspirations and values.
Financial Planning
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.
Wealth Management
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.
Retirement Planning
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.
Socially Responsible Investing
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.
Trustee Investments
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.
Estate Planning & Advice in Later Life
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.
Workplace Solutions
Employee Benefits
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.
Company Pensions
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.
Schools & Teachers
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.
Business Owners
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…
Latest News
The latest news from the Pilot Blog
UK Platform Awards 2017
Pilot Financial Director, Ian Thomas, was recently involved on the first stage shortlisting panel for the 2017 Platform of the Year Award. Alongside the other judges, Bella Caridade-Ferreira of Fundscape, Heather Hopkins of Platforum, Kevin Okell of Altus and Mark...
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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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