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About Ian Thomas

Ian Thomas has over 25 years’ experience in financial services and has previously worked at JP Morgan, Fidelity, Old Mutual Wealth and AXA. In 2011 he established Pilot Financial, which offers integrated financial planning and wealth management services to private clients, together with workplace pensions and employee benefits advice to businesses. Ian studied at Universität Düsseldorf and the University of York and holds a BA (Hons) in Economics. He is both a Certified and Chartered Financial Planner and also a Chartered Wealth Manager.

01 Sep 2016

Let’s make it personal


It’s called personal finance for a reason.  It is all about you. Your financial situation has nothing to do with your friend or local shopkeepers.

Death & Taxes


Benjamin Franklin said famously that ‘in this world nothing can be said to be certain, except death and taxes’.

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