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News about our 'Making Wells a Dementia Friendly City' campaign

Taking withdrawals from your investments

30th May 2019

When we review your financial plan each year we discuss with you any requirements you may have to meet planned expenditure in the coming 12 months. We can then make recommendations to ensure that you receive this money from the most tax efficient and appropriate investment in line with your financial plan.

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Taking withdrawals from your investments

30th May 2019

When we review your financial plan each year we discuss with you any requirements you may have to meet planned expenditure in the coming 12 months. We can then make recommendations to ensure that you receive this money from the most tax efficient and appropriate investment in line with your financial plan.

Read more


First Female Adviser

30th May 2019

The Brunel Group are pleased to announce their first female adviser, Veronica Devereux. Veronica joined the Wells Office 3 years ago. Having worked as a paraplanner she has gone on to qualify as an adviser offering full Financial Planning.

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Making a Difference

29th May 2019

At both Brunel and Pilgrim, our core values are to continually improve, to care, to be fair, accountable and authentic and these inform what we do. They also motivate us to get involved in activities in our wider community through fundraising and charity work.

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Ride for Precious Lives

29th May 2019

For the third year running, Damien will be taking part in the Ride for Precious Lives with Children’s Hospice South West. This is a unique annual sponsored 205 mile, 3Damien Rylett day cycle challenge to raise money for short and precious lives...

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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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