01749670087 enquiries@pilgrimfp.co.uk

Confidence in your future

Financial Planning is not about buying or being sold products. It is about your future and planning for the life you want. Whether you dream of an early retirement, growing your business, passing assets to your family or just spending a bit more time doing the things you love, a financial plan will give you the peace of mind you need to live the life you want.

Everyone is different.

We listen to you with a genuine interest in you and what matters to you and your loved ones. Your financial plan will define your personal objectives. We will work by your side to help you meet these objectives and regular reviews will measure the progress. Maybe you’re closer than you think!

More than that, having a comprehensive financial plan and a trusted financial planner by your side can make some of life’s more sensitive journeys less difficult. An elderly relative going into care, the death of a loved one or even divorce can all bring with them emotions that can be hard to deal with, but they also bring complexities. We know and work effectively with the necessary professionals to make a difficult time more manageable for you.

We have helped many people plan for themselves and their families’ future, from members of the clergy to directors and small business owners, giving them peace of mind and a happier future.

But everyone is different – how can we help you?

Our work with the Clergy

Arnold Wills, Director, has a background of working closely with many clergy and Dioceses of The Church of England over more than 25 years.

Our investment process

If as part of your financial planning you require investment advice we create a bespoke plan for you with regular reviews. We take into account the following:

Divorce

We help you to move on with your new life by assessing your post- divorce income and expenditure using a cash flow analysis and assist you in rebuilding your finances.

Working with your professional advisers

When embarking on a financial planning exercise, a joint strategic approach with your other professional advisers is crucial.

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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