Our Fees

“Price is what you pay. Value is what you get.” 

Warren Buffett

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.

Schools & Teachers' Pensions

We are able to offer a wide range of services to schools, either on an individual project, or on a retained basis.

Following an initial discussion and assessment of your needs, we will agree a fixed rate fee with you for our advice.

Our project fees will typically be broken down into separate deliverables, and will be payable only on completion of each phase of work.

Many schools prefer to engage us on an annual retainer fee, as this allows for increased flexibility in the use of our services, and enables a closer partnership to develop over time.

Please contact us for further details of your requirements and we would be happy to provide a fee quotation, based on the services required.

Workplace Services

For our workplace services, including workplace pension and employee benefit solutions, we will generally agree an annual retainer fee for 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.

Please contact us for further details of your requirements and we would be happy to provide a fee quotation, based on the services required.

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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