Your Pilgrim team update
9th November 2021
Autumn has finally arrived, and it’s certainly been a busy few months for us here at Pilgrim Financial Planning. There’s a lot of exciting news to report, from the 10th anniversary of our Bristol office to the important cultural events that we’re sponsoring.
Read on to find out all the important events that have happened to us in recent months.
Sponsoring two major cultural events in Wells
We are delighted to announce that our we are sponsoring two important events in the city this autumn.
The first was the renowned Wells Festival of Literature, which ran from 15 to 23 October, and, as you may know, features a variety of well-known guest speakers.
This year, one of the most highly anticipated guests was the former leader of the Liberal Democrats, Vince Cable. In his talk, he discussed his new book, The Chinese Conundrum, which gives his insight on many different aspects of modern politics and economics.
You can visit the festival’s website to find a recording of the speech, if you want to watch it.
The second event that we are sponsoring is the highly anticipated Festival of the Moon, which is running from October to early November. The festival features a guided astronomy tour, an art installation by Luke Jerram, and competitions for children.
Wells Dementia Action Alliance fundraising walk through Wells and Dulcote
On 17 October, Pilgrim took part in a fundraising walk for Wells Dementia Action Alliance. As you may know, this is an annual event which is great fun and aims to raise money for a very good cause.
This year, the route took the team through Wells and Dulcote and was slightly more challenging than in previous years, with a longer distance and a large hill to climb. Of course, that just made it all the more rewarding when the walkers reached the top and got to see the outstanding views of the surrounding countryside.
If you’d like to get involved with any of their fundraising activities in future, visit their Facebook page for more information.
Brunel Capital Partners recently celebrated its 10th anniversary
Our Bristol office recently celebrated its 10th anniversary with a fun-filled afternoon and evening to remember.
The last few years have been a real adventure for us, and we would like to thank all our clients, friends, and associates for being part of it. We are extremely grateful for your loyalty and support, and we are very proud of the business, team, and relationships in the community that we have built along the way.
For many of us, it doesn’t seem like long ago since we first started in September 2011, but as the old saying goes, “time flies when you’re having fun”. While this may be something of a cliché, it’s certainly true.
The next generation
Finally, we are delighted to announce the arrival of two happy and healthy babies to members of our staff.
The first is Sebastian William Mayes, who was born last June and weighed 9lbs 9oz. His mother, Harriet Mayes, has been with us for almost four years, working as a paraplanner in our Wells office.
Just two months later, Seren Victoria Hiles was born, weighing 5lb 7oz. As you may know, Seren’s father, Dan, is a Chartered Financial Planner and has been with us since 2014.
As they welcome their new family members, we would all like to give both parents our fondest wishes.
Lucy Cooper, another of our paraplanners, is going on maternity leave in a few weeks’ time to have her baby, which is due later this month. All her friends and co-workers would like to wish her the best of luck and look forward to meeting the new arrival.
Our new “plant a tree” initiative
The Impact team at Brunel have recently been reviewing our processes to understand what we can do better in relation to the environment and the community we work in.
Climate change is a global problem, as illustrated by the COP26 summit, but it’s also important to take action at a grass roots level.
One of our initiatives has been to offset our use of paper but the team also decided that we could go one step further by planting a tree for every new financial planning client. We are doing this as part of The National Trust’s effort to establish 20 million new trees by 2030 and our first donation will be in this quarter.
Get in touch
As always, if you ever need to speak to us for any reason, please don’t hesitate to get in touch. Please email firstname.lastname@example.org or call us on 01749 670087.