01749670087 enquiries@pilgrimfp.co.uk

Later life advice

When you are facing later life and hopefully looking forward, what is vital are professionals you can rely upon to understand the plans you need to make for your retirement years.

Also, to take into account the complexities of the many decisions you may need to face when looking at issues such as care funding or inheritance tax matters, and philanthropy generally.

The areas of long term care options, equity release, maximising income from savings and Inheritance Tax planning all become more important. We try to discuss all matters with you, and your family if you wish are welcome to join us at our meetings to perhaps offer a different view and explain other important areas, and to listen to the options.


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.

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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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