FINANCIAL ADVICE

Provided by Pilgrim Financial Services

SAVINGS &

INVESTMENTS

Our Financial Advice ensures your money is  saved and invested in the right areas, to suit both your attitude to risk and investment strategy, in order to maximise growth and take advantage of the best opportunities.

PENSIONS

We allow you to take advantage of all the generous tax advantages that the government provide, by offering advice on and arranging plans which have a huge range of funds available. This offers choice, flexibility and options for both single, regular and transfer payments.

We will continue review where your money is invested to ensure that no opportunities are missed.

“You work hard for your money, we want your money to work  hard for you.”

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

The Financial Conduct Authority does not regulate on Tax Planning.

Pilgrim Financial Services is an appointed representative of Intrinsic Financial Planning Limited, and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.

FREE Initial

Financial

Health Check

The value of pension and investments can fall as well as rise. You may get back less than you invested.

FINANCIAL ADVICE

Mortgage Adviser Plymouth Mortgage Advice Plymouth

 Steve Frier

Principle Financial Adviser

Savings, Investment & Pension advice is referred to Pilgrim Financial Services.

SAVINGS & INVESTMENTS

Our Financial Advice ensures your money is  saved and invested in the right areas, to suit both your attitude to risk and investment strategy, in order to maximise growth and take advantage of the best opportunities.

PENSIONS

We allow you to take advantage of all the generous tax advantages that the government provide, by offering advice on and arranging plans which have a huge range of funds available. This offers choice, flexibility and options for both single, regular and transfer payments.

We will continue review where your money is invested to ensure that no opportunities are missed.

“You work hard for your money, we want your money to work  hard for you.”

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

The Financial Conduct Authority does not regulate on Tax Planning.

Pilgrim Financial Services is an appointed representative of Intrinsic Financial Planning Limited, and Intrinsic Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.

FREE Initial Financial

Health Check

The value of pension and investments can fall as well as rise. You may get back less than you invested.

Mortgages Explained Ltd. Registered in England and Wales, under no. 06053305. Registered office address - 30-31 St. James Place, Mangotsfield, Bristol, BS16 9JB.

Mortgages Explained Ltd is an appointed representative of Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

Correspondence Address: Mortgages Explained Ltd, Cobourg House, 32 Mayflower Street, Plymouth PL1 1QX. T: 01752 242767 F: 01752 200231

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.