At Pilgrim Financial Planning we listen to you to understand what you are trying to achieve with your money. With true traditional community spirit, we pride ourselves on having our client's best interests at heart. Our skilled and knowledgeable advisers can help you with a whole range of personal and business financial affairs giving you the time and comfort to focus on what matters to you.
We believe the best way for you to decide if we're right for you is to come and meet us in our offices. There's no fee or obligation and we'll be happy to answer any questions you may have, or simply chat over a cup of tea. Using our knowledge and understanding we guide you towards creating a secure and happy financial future.
We believe the best way for you to decide if we're right for you is to come and meet us in our offices. There's no fee or obligation and we'll be happy to answer any questions you may have, or simply chat over a cup of tea. Using our knowledge and understanding we guide you towards creating a secure and happy financial future.
Services
Pilgrim Financial Planning, based in the beautiful Cathedral City of Wells, Somerset, offers an impartial and independent financial planning advisory service. Whether an individual or a business, a charity or a Trust, our valued clients are genuinely at the heart of everything we say and do. Preserving and maintaining the real value of each of our client's investments is our primary concern.
Pilgrim Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 539738 http://www.fca.org.uk/register. 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.
Reviews (2)
Debra Matthews
May 24, 2021
Report
T. Biz
Aug 12, 2013
Report
A very approachable and knowledgeable Financial Advisers - Highly recommended.
Pilgrims Financial Planning recently reviewed our pension and ISA investments.
We had been with a much very large Financial Planning company who looked after our portfolios. The very nature of larger companies seems to be that the advisers are driven by targets and as a consequence we felt that our individual needs were not being met.
Pilgrim Financial Planning were asked to review our current portfolio. This was completed with diligence. The report and their advice was considerably more personal to match our needs
Pilgrims Financial Planning recently reviewed our pension and ISA investments.
We had been with a much very large Financial Planning company who looked after our portfolios. The very nature of larger companies seems to be that the advisers are driven by targets and as a consequence we felt that our individual needs were not being met.
Pilgrim Financial Planning were asked to review our current portfolio. This was completed with diligence. The report and their advice was considerably more personal to match our needs
