01749670087 enquiries@pilgrimfp.co.uk

What makes us different?

You'll find the 'Pilgrim spirit' in every part of our business, from our administrative and support staff through our technical team to our financial planners and directors.

We hope you will agree with one of our clients who said:

"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 Rev'd R)

At Pilgrim Financial Planning we:

  • make time for our clients
  • treat our clients fairly and with complete transparency
  • take pride in the care and support we offer our clients
  • listen to, and get to know our clients
  • work closely with your other professional advisers as required
  • treat our clients with respect and courtesy ( is that rocket science?)
  • maintain traditional values yet with the latest technology
  • won't "sell" you products but we will enable you to "buy" appropriate financial planning solutions and products
  • appreciate that without our individual and business clients, we ourselves wouldn't be here
  • welcome your feedback as we strive to continually improve and develop our service.

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.