01749670087 enquiries@pilgrimfp.co.uk

Testimonials

The Bishop's Palace, Wells, Somerset. By kind permission of the Diocese of Bath and Wells

 

Neil, thank you for the help you gave with buying my annuity. I found the additional information you provided, mostly in the form of projections and comparisons, really highlighted my options, and helped me with my decision making. I am now satisfied that, even though my pension pot was small, I have got the best deal within the parameters I set, and have no lingering feelings I could have done better.
Mrs C, Somerset

 

 

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. Following the sudden death of my wife, his company dealt with all the financial details with the utmost compassion and sensitivity, thus releasing me of such responsibilities and giving me peace of mind at a time of much personal grief. 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 were recommended to talk to Pilgrim about our personal financial planning. It has been a pleasure to work with Arnold and his team. They have been proactive, offering us regular advice and reviews, and I feel we can discuss options, and choose the solution which best suits us. They are discreet and trustworthy, which gives us peace of mind. I also like the fact that Pilgrim is well known and respected amongst other professional advisors we use, such as our firm of accountants.
Mrs A Company Director, Somerset

 

 

I am extremely happy to be dealing with the recently formed Pilgrim Financial Planning and, in particular, Arnold Wills. I feel totally comfortable with all the personal financial advice I receive, especially as I am a widow and want to provide a secure future for my two daughters and two young Grandchildren (soon to be three). I also like the fact PFP liaise with other professional advisers thereby providing advice across the board, giving options as to what is best for me and my family. I would highly recommend PFP to anyone seeking integrity, personal and secure advice for financial help in these difficult times.
Mrs I , Somerset

 

 

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 have come to rely on Arnold to trawl the market on our behalf and come up with the right recommendations. We sleep easier in our beds knowing the Arnold and Pilgrim Financial Planning are watching our backs.
Retired Business Owners, Somerset

 

 

Taking stock after retiring two months ago, my wife and I would like to take this opportunity to thank you for your advice over the last few years and the peace of mind it gave us during the twilight years of my career. You and your team provided us with professional advice on investment options and on the management of risk and the route we subsequently took enabled us to grow our fund to a level which made early retirement financially viable in a difficult economic environment.
Mr and Mrs S , Somerset

 

 

I have known Arnold for at least 25 years. I have always been extremely satisfied with the thoroughness of his approach and the advice he has given me. He sets himself, and then achieves very high standards in all aspects of his profession. Arnolds advice, as I approach retirement, is extremely important to me and I have every reason to believe that the advice is sound, well researched and the best available. I have and continue to recommend him to others without hesitation.
Mr E Practicing Solicitor, South West

 

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.

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