01749670087 enquiries@pilgrimfp.co.uk

Putting your mind at ease...

At Pilgrim Financial Planning we listen to you 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 you 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 four questions:

I have entrusted the planning of my finances to Arnold Wills since his early professional days. He and his team have always offered sound advice with the utmost courtesy and efficiency, keeping me fully informed with regular reviews without ever hard selling or pressurising me. I have recommended him to colleagues in the past and have no hesitation in continuing to do so in the future.
The Revd R, Hampshire

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

CII

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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