Our Approach

Individuals and families turn to Pilkington Financial Services, Ltd for customized investment services* designed to meet their specific needs. Our approach is always personal. Whether targeted to one person, or spanning generations of a family, our individualized service and advice is based on a fundamental principle at Pilkington Financial. We strive to know our clients – their hopes, dreams, needs and wants – and we take seriously our responsibility as custodians of their financial future.

Our focus is on you, and we address your unique circumstances as we work together to develop and maintain a long-term plan using investments chosen specifically to meet your needs. It is a plan that will grow and evolve with your changing circumstances and life stage needs.

Moreover, Pilkington Financial is a fiduciary, which means that it is our job to act in your best interest. A fiduciary relationship represents the highest and strongest level of responsibility in the world of investment management. We work directly for our clients and the only compensation we receive are the fees that are paid by our clients. This means our total focus is on being your advisor.