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.
Financial Planning
Wealth Management
Retirement Planning
Socially Responsible Investing
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.
Trustee Investments
Estate Planning & Advice in Later Life
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 Select Benefits software platform to ensure effective communication and simpler administration.
Workplace Pensions
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.
Schools & Teachers
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.
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 workplace 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
The Coronavirus Job Retention Scheme: A Focus on Pensions and Other Salary-Related Benefits at Independent Schools
In this update we outline the latest information relating to the Government's Coronavirus Job Retention Scheme, as it relates to pensions and other employee benefits at independent schools. Read the update here: [button...
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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.