“Price is what you pay. Value is what you get.”
Financial & Wealth Management
Following a first consultation, which is offered at our expense, we will agree a fixed rate fee with you for our advice, together with the implementation of any specific recommendations.
We also charge a fee for our ongoing services. This fee is typically based on a small percentage of any investments we oversee on your behalf, which ensures that our revenue stream is linked directly to the success of your portfolio. It covers the work involved in keeping your financial plan updated, our regular review meetings and the implementation of any changes to your investments in the future.
Full details of Pilot’s charges are contained in our Financial Planning & Wealth Management Fee Schedule, which is available to download below.
For our workplace services, including company pension and employee benefit solutions, we will generally agree an annual retainer to provide ongoing support.
We also charge an initial ‘audit’ fee, which will be fixed and agreed with you at the outset, along with a further design and implementation fee to set up any services we recommend.
Full details of Pilot’s charges are contained in our Workplace Fee Schedule, which is available to download below.
Advice for Schools & Teachers
Pilot offers specialist, independent guidance and support on Teachers’ Pensions. Using our proprietary models, we are able to model a wide range of scenarios with a high degree of accuracy and help you to maximise the value of the scheme.
Full details of Pilot’s charges are contained in our Teachers’ Pensions Fee Schedule, which is available to download below.
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.