01749670087 enquiries@pilgrimfp.co.uk

Collaboration with fellow professionals

We have a range of  'professional connections', which is a highly effective pool of resources and contacts that we can use as required to improve our clients overall position. These are professionals we have known and worked with, in most cases for many years.

The range of 'professional connections', include Solicitors, Accountants, Stockbrokers and Surveyors.

Occasionally we are asked to recommend another professional adviser, and although we accept no responsibility for that recommendation, we try to suggest firms and individuals that have not only suitable knowledge but can relate to our clients, not least with genuine empathy, care and understanding.

We count it a huge privilege when a professional firm refers clients to us. However, we have no agreements in place to remunerate any third party, or to be remunerated by any third party. Our fees and charges are transparent and competitive.

The majority of Solicitors and Accountants are not authorised to carry our financial services related advice, and we work with them to provide a comprehensive service for our mutual clients. We use a number of Stockbrokers largely where we have clients with direct equity portfolios gathered over many years, which require bespoke management. We enjoy working with Stockbrokers, particularly those who value the valuable role that a financial planner can play, in providing overall financial planning advice, with inheritance mitigation schemes for example.

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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