Welcome to our website and thank you for taking the time to look at what we do and who we are.
Here at Pilgrim Financial Planning Ltd we advise individual and business clients, charities and Trusts of all types with their financial planning requirements.
Take a look through the various headings and see what we do. Our personal and advice driven approach is valued by many clients, the majority of whom have had client adviser relationships with us for a long time.
Please look at some of our client testimonial feedback.
Also, with their permission, we are happy to put you in touch with clients and our professional connections, who will tell you just what we do for them and their clients. There is nothing better than direct feedback !
When it comes to personal finance, perhaps the most common excuse of all is "I'm too busy to think about this” and the reason might really be due to another common excuse which is "it's too complicated”.
Personal Financial Planning can be as simple or as complicated as you want it to be. The role of our Financial Planners is to make it as simple as possible. Many aspects of personal finance can be put on "auto-pilot”, saving monthly into an ISA for example, which leaves more time and mental energy for areas where a bit of focused time and effort could make a big difference to your financial well-being.
If you feel you would like an impartial conversation or no obligation meeting, please contact us. We really do care, and our clients are important to us.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
Pilgrim Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register). Financial Services Register No: 539738
Registered in England & Wales, No. 7450215 Registered Office: Ash House, Cook Way, Taunton, TA2 6BJ
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.