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Working with your professional advisers

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

If your advisers work on a "stand-alone" basis without communicating, any advice offered could be cancelled out by the actions of one or more of your other professional advisers.

This is why we ask for details of your advisers so that before we offer any advice, and if you give your authority, where appropriate, we may need to liaise and discuss options with your other advisers to work together to form one strategy.

This way, we all work in partnership with one another towards the same goals for you - a powerful professional combination.


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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