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 before my current role of Financial Planner. 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 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.

Neither Pilgrim Financial Planning 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.