01749670087 enquiries@pilgrimfp.co.uk

Benefits of becoming a client

When you become a client of Pilgrim you will benefit from:

  • a choice of experienced financial planners
  • genuine client care and agreed levels of service and fees
  • bespoke and impartial financial planning advice in line with agreed goals
  • relationships with your other professional advisers such as your accountant and solicitor. 'A joined up team of advisers' is such basic common sense.
  • A plain english approach to advice - if you need to do nothing, for example, we will tell you so!
  • and a lot more

Contact us today to find out more.

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.

Neither Pilgrim Financial Planning Ltd 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.

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