Do I have enough money to last my lifetime?

As people enter retirement it can often be daunting to realise that you are no longer accumulating money but decumulating…

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I want to know if I can change my lifestyle

Clients amass a depth and breadth of expertise during their working lives, when they want to take a different direction…

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How do I pass my wealth onto my family?

Having proper conversations with our clients helps us to understand what they want to achieve, we can then ensure their…

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Pilgrim Financial Planning. We’re with you for life

At Pilgrim Financial Planning, our clients are at the centre of everything we do. We build long-term relationships of trust and care, helping you make the best decisions for your future.

To us, financial planning is about helping you achieve your goals and aspirations. With our advice and support, you can make the decisions now that give you the life you long for.

We are realistic and honest. We tell you what you need to hear rather than what you want to hear, ensuring you have all the information you need to plan for tomorrow and enjoy today.

And, because we understand that circumstances change, we keep in regular contact with you. That way, your financial plan always reflects your current needs and future dreams.

Our expertise

As a Chartered Financial Planning company, you can rely on Pilgrim Financial Planning to offer advice that is reliable, well informed and trustworthy. We operate to the highest professional standards, as team member and Chartered Financial Planner Daniel Hiles explains:

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