01749670087 enquiries@pilgrimfp.co.uk

Guidance with your retirement plan

We run a company so we understand the issues you face as business owners and can tailor our advice to manage your specific requirements.

Planning for retirement can be a complex process, potentially even more so if you are a business owner and therefore taking appropriate advice is imperative.

At Pilgrim Financial Planning, our knowledge of the investment opportunities including commercial property purchase through your pension plans, enables us to construct strategies that will allow you to achieve your financial ambitions.

Areas of interest might be:

We will work with you and your other advisers to help you take control of your pensions and incorporate them into your overall investment strategy, taking advantage of all available tax incentives available to both you and the company. We can then work together ensuring a coherent financial strategy that will enable you to maximise extraction of profit from your business.

Will you live longer than your cash?

Realistic goals are an important part of the planning process.

Protecting your business

Business Continuation Planning is about protecting your business.

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.

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