01749670087 enquiries@pilgrimfp.co.uk

Simon Trebble

Photo of Simon Trebble, Financial Planner at Pilgrim FP

Dip PFS

Location: Wells

Email:

Tel: 01749 670087


In 2004 I made the move to Financial Services from Accountancy and have since been honing an in-depth technical knowledge as a Paraplanner working towards Chartered Financial Planning status. I specialise in communicating the daunting world of Tax Planning and Trusts and setting out the options available to clients in a clear and precise manner. I take pride in fully understanding a client’s situation in order to find the right and best solution for them.

The financial world can be both a sensitive and personal subject when it comes to estate and family planning. I have worked with a broad spectrum of different clients and often deal with several generations in a single family in order to best plan for their future.

In 2007, having enjoyed working with both Arnold and Neil in Wells, my wife and I settled near the beautiful small city and have two daughters who love to ‘help’ with my continued exam studies.  I’m a keen football, rugby and cricket fan and regularly enjoy all the benefits of being a National Trust member with my family.

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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