Pilgrim Financial Planning
We provide individual and corporate advice for clients across Somerset and the South West primarily, with a City of London base as required.
A Chartered Financial Planning firm, our advice is based upon the principles of transparency and clarity, with cash flow planning at the core.
Initial meetings in our Cathedral City of Wells offices are without obligation or fee, and it is possible to arrange to meet you at home or in another professional's offices for a shared meeting.
Whether you need:
A pension review
Inheritance tax advice
Retirement planning Audit
Advice after selling a business
Keyperson Insurance and Protection
..... we are here to help you.
Independent and Impartial - not tied to any company - providing the advice that is relevant and appropriate for you!
Pilgrim Financial Planning are Proud to be members of Somerset Chamber of Commerce