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Your Pilgrim team update

3rd May 2022

Welcome to your spring update from Pilgrim Financial Planning. Now that winter is over and the flowers are starting to come out, we hope you can take some time to enjoy this warmer weather.

Here at Pilgrim, we’re taking advantage of the recent sunshine to raise some money for charity, so read on to find out more.

Our Impact Team is raising money for the homelessness charity Centrepoint

In recent months, the rising price of fuel, food, and energy has squeezed the finances of many households. In fact, according to the Guardian, the cost of living crisis may drive many people into homelessness in the coming years.

This is an issue that many of us feel strongly about, which is why we wanted to do our bit here at Pilgrim. That’s why we’ve decided to raise money for the homelessness charity Centrepoint, an organisation that tries to help one of the most vulnerable groups in society, the homeless youth.

There are many reasons why a young person may have to leave home, from family breakdowns to escaping violence or abuse. Whatever their reason, Centrepoint enables them to get them off the street and into a safe environment while they get the help they need to move on to independence.

On Saturday 14 May, the Impact Team will be completing a half marathon to raise money for the important work that this charity does.

If you’d like to make a donation, and do your bit to help end youth homelessness in the UK, click here for a link to our JustGiving page.

We have new team members joining us

We are pleased to welcome three new team members who will be based in our Bristol office.

As of the end of April, Cormac Brady joined us as a paraplanner, working with the financial planners to assess client needs and help them to build a resilient long-term plan.

He brings with him many years of experience, in both general financial knowledge and specific pensions expertise.

We also have Amber Nathoo and Samantha Milligan joining our technical teams and they will no doubt speak to many of you over the coming months.

We look forward to them joining us and we are sure that they will all make a valuable contribution to our team.

Brunel Capital Partners has a brand new website

Our sister company, Brunel Capital Partners, launched their new website this week, so don’t forget to pop over and have a look – we’d love to hear what you think.

This new site provides an easy point of access to the Personal Finance Portal and the investment platform via the Client Login page, making it easier to use than ever before.

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 enquiries@pilgrimfp.co.uk or call us on 01749 670087.

CII

Pilgrim Financial Planning is a trading style of Brunel Capital Partners, which is authorised and regulated by the Financial Conduct Authority, 1 Victoria Street, Bristol, Somerset, BS1 6AA

Companies house registered address: C/O Bishop Fleming Llp, 10 Temple Back, Bristol, United Kingdom, BS1 6FL, No.07586042, Registered in England & Wales, http://www.fca.org.uk/register

Pilgrim Financial Planning Registered Address: Thyer House, Wells, BA5 2RR.

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