01749670087 enquiries@pilgrimfp.co.uk

Will you live longer than your cash?

Realistic goals are an important part of the planning process.

We are able to look at your requirements when you are working and when retired and establish how much money you will need when you get there.

If you are already in retirement, we need to ensure that your income and savings are able to meet the demands of your spending habits. By using cash flow analysis tools, we are able to construct realistic investment returns to ensure that your ambitions are met with no over-reliance on unrealistic investment returns or strain on major assets.

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.

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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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