01749670087 enquiries@pilgrimfp.co.uk

Growing better

14th January 2020

The Greek Philosopher Heraclitus once said that “change is the only constant”. He could have well been looking at the Financial Services profession today!

The Directors at Brunel and Pilgrim are continually looking at ways to ensure that we maintain the high level of service to clients by embracing change when it comes along and where we see that it will benefit our clients.

We have several projects that we will be completing this year, notably launching our own investment platform and our own Client Portal, which we’re really excited about!

To make sure these projects are a success, we have reshaped our team and it is with pleasure that I can introduce our new Managing Director, Andy Weston.

Andy has been our Head of Compliance for many years and he is the perfect man for the job.

We also see promotions for Kate Harris and Sara Mather to Group Operations Manager and Technical Team Manager respectively. Damien Rylett remains our CEO.

To fill the gaps left by these promotions, we have taken on more staff.

We are also pleased to therefore welcome Bryony Slade to our Compliance and Operations team, who will be working between both the Bristol and Wells offices.

In addition, we have augmented our Client Services team with Tom Doughty and Louise Brown who each bring valuable experience to their new roles. Jamie Havard joins us from the Office of National Statistics as a member of our Paraplanning team in Bristol.

The Wells office has been strengthened by Rachel Goymer and Katy Cox who have settled into their administration roles, and Lucy Harris has recently joined Harriet Carss in our Paraplanning team.

You will be pleased to hear that we will also be launching a new website where you will be able to put faces to names.

Whilst the team is growing, it remains our plan to stay nimble and focused entirely on our clients.

Technology can bring many benefits to our lives, but we will always be a company where you can be assured that a human being will be at the end of the phone and happy to talk with you.

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.