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Fond farewell

7th October 2019

Earlier in the summer, we wished Arnold and Julie Wills a fond farewell from Pilgrim Financial Planning with an evening celebration in Wells.

They officially finished with the business on 30th June and, while we were sad to see them go, it was a fantastic opportunity to wish them well, along with other local professionals from the Wells community.

Arnold has been a local financial adviser for 36 years, commenting that he will be “looking forward to having more family time and time to enjoy his hobbies, particularly his music interests and travelling.”

All who know Arnold knows that he won’t be putting his feet up in retirement! He will continue to be active in the local community.

Julie is also looking forward to having more free time to develop her hobbies, now their four children have finished their schooling.

The evening was enjoyed with wine tasting at Vicars Hall, where we were also able to raise £1,000 to donate to the YMCA in Wells.

Michelle Payne, marketing manager for YMCA Mendip and South Somerset, mentioned in her thanks, “Our services are not just about providing safe accommodation for the vulnerable homeless; but also provide support, guidance, encouragement and opportunities that are so vitally important. Donations like yours mean we can carry on providing the important services we do.”

The evening was a fitting farewell and acknowledgement of Arnold and Julie’s excellent work, building Pilgrim Financial Planning over the past 24 years, as well as their commitment to the local community.

Arnold has always been passionate about providing impartial advice. He said, “I’m confident in the future of Pilgrim and that the directors and teams will continue to provide a caring and professional 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.

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