Pilgrim Financial Planning Ltd Information

Pilgrim Financial Planning Ltd is based in the Cathedral City of Wells, Somerset, and offers an impartial and independent financial planning advisory service. Clients are mainly in Somerset and across the South and South West. In addition we have office facilities in Pall Mall, in the City where we regularly meet our London and home counties clients. We also have a specialism in advising Church of England clergy and their families. Arnold Wills, a Director of Pilgrim, has both been advising clergy for 25 years, is also regarded as a specialist in this field. He is regularly in demand as a speaker at Clergy and Diocesan conferences. Neil Pinney, is a Chartered Financial Planner and has expertise in pension consolidation and, more recently, he has advised a number of companies through the Auto Enrolment maze. Neil has a large number of high- achieving corporate professionals within his client bank, where tax and retirement planning are always key. Whether an individual or a business, charity or Trust, our valued clients are genuinely at the heart of everything we do. Many firms say that, but we mean it! Our clients come from various walks of life, although most are recommended by existing clients or Solicitors and Accountants. Our clients have varying needs including planning for university fees, saving inheritance tax and passing assets to the younger generations, funding for long term care, managing Trust investments to protect assets, saving for retirement income via pensions and investments etc. We'd love to hear from you and count it a huge privilege when someone recommends us.