Pilgrim Financial Services

Financial Advisor in Plymouth, Devon · More financial advisors in Plymouth PL1 1LG

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About the Business

Originally from Manchester, Steve settled in Plymouth after serving in the Royal Marines. He is married to Sarah and has 5 children. As well as being the owner and Principal of Pilgrim Financial Services, Steve is also the MD of Pilgrim Estates Ltd a South West based property development company, and has other interests within Plymouth's landlord and lettings community.

Has worked in the financial industry for 15 years, firstly as a PA to Financial Advisers and has been office manager since the company began in 2003.

Tony joins Pilgrim after a long career in Financial Services with Co Operative Insurance. He brings a wealth of experience and expertise in the investment marketplace, and has recently qualified at Financial Services Diploma level. He lives in the Launceston area with his partner Karen.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans