Pilgrim Financial Planning Limited

Independent Financial Adviser Thyer House, 31 Sadler Street, Wells, Somerset, BA5 2RR
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
22nd July 2019
We take pride in offering independent, and friendly advice. We like to listen and help you secure your financial future.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Neil Pinney APFS
Director
Accreditations
Chartered Financial Planner
Arnold Wills DIP PFS
Director
What our clients say
We were recommended to talk to Pilgrim about our personal finance planning. It has been a pleasure to work with Arnold and his team. They have been proactive, offering us regular advice and reviews, and I feel we can fully put our trust in their financial recommendations. I like the fact that we can discuss options, and choose the solution which best suits us. They are discreet and trustworthy. I also like the fact that Pilgrim is well known and respected amongst other professional advisers we use such as our firm of accountants.
Mrs A Company Director, Somerset
Being in a busy job I am never able to give my personal finances the time they deserve. The service provided by Pilgrim Financial Planning has helped give me peace of mind with regular reviews and personal service you can trust. I would not hesitate to recommend Pilgrim Financial Planning to others.
Major General and Mrs R, Wiltshire
Where financial matters are concerned, nothing can improve upon individual attention, and with Pilgrim Financial Planning in Arnold Wills, this is a fundamental foundation of the business. His logical reasoning and close attention to detail ensure complete peace of mind. Once on Pilgrims books, investors may be assured of regular reviews and will be provided with sure guidance if any change in investments held is advisable. The degree of risk an investor is willing to accept is most carefully assessed, and I have not the slightest hesitation in continuing to recommend Pilgrim to anyone seeking honesty and integrity in their financial dealings.
The Rev'd BD (Clerk in Holy Orders), Worcestershire
Where to find us

Thyer House, 31 Sadler Street, Wells, Somerset, BA5 2RR

Make an enquiry
About us

We offer Independent and client focussed financial planning services with complete transparancy. Our typical clients are 45+ seeking pension consolidation, retirement and investment planning, mitigation of Inharitance Tax. We strive to give our clients financial peace of mind. We offer cash flow forecasting, solid approaches to investment, scheduled reviews and valuations. Many clients are by referral or from other professional advisers. We have experienced and qualified financial planners, with qualified paraplanning and administration support.

Our services

We prefer to let our clients tell you... "the team have always offered sound advice with the utmost courtesy and efficiency, keeping me fully informed with regular reviews without ever hard selling or pressurising me. Following the sudden death of my wife the company dealt with all financial details with compassion and sensitivity. I have recommended them to colleagues in the past and have no hesitation in continuing to do so in the future"

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Pilgrim Financial Planning Limited is Authorised and Regulated by the Financial Conduct Authority. Our Financial Conduct Authority number is 539738.

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Our Chartered status is a reflection of the quality of independent financial advice we provide.