01749670087 enquiries@pilgrimfp.co.uk

Putting your mind at ease...

At Pilgrim Financial Planning we like to listen to you and to understand what you are trying to achieve with your money.

With true traditional community spirit, we pride ourselves on having our client’s best interests at heart. Our skilled and knowledgeable advisers can help with a whole range of personal and business financial affairs giving you the time and comfort to focus on what matters to you.

If you’re looking for a financial planner you’ll be asking yourself the following three questions:

  • How do I choose the adviser who is right for me? – what we offer

  • Who should I trust and why should I trust them? – Testimonials

  • How do I know I’m being charged fairly? – How we are paid

 

Knowledgeable advice, ethical standards and trustworthiness are important to me in a financial adviser but is is also good to combine this with someone who knows me and my circumstances at a personal level. Pilgrim Financial Planning satisfies all these requirements and it is a pleasure to deal with Arnold and his team.
Retired client, Kent

We believe the best way for you to decide if we’re right for you is to come and meet us in our offices. There’s no fee or obligation and we’ll be happy to answer any questions you may have, or simply chat over a cup of tea.

See what our existing clients say about us.

Meet the advisers

Pilgrim Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 539738 http://www.fca.org.uk/register.

Pilgrim Financial Planning Ltd Registered Address: Thyer House, Wells, BA5 2RR. Registered in England & Wales, No. 7450215.

Neither Pilgrim Financial Planning Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

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