Pilgrim Financial Services
Savings and Investments, Personal Protection/Life Assurance
Planning for Retirement, Residential Mortgages
Opening Times
- Mon-Fri - 9:00am-5:00pm
- Weekends and Evenings - By Appointment
About Pilgrim Financial Services
Steve Frier - Principal
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.
Sue Maddern - Office Manager
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.
Sue was born in Plymouth where she still lives, with her partner, Steve.
Chris Jagger - Financial Adviser
Has worked in financial services since 1993, specialising in pensions and investments.
Originally from Yorkshire, Chris now lives in Plymstock with his wife Vanessa and his 2 children.
Mark Robinson - Financial Adviser
Has worked in financial services since 1992 and specialises in offshore investments and inheritance tax planning.
Mark was born in Plymouth where he still lives with his wife and 2 young children.
Steve Cross - Financial Adviser
Has worked in financial services for 20 years specialising in pensions and investments in the Plymouth and South Hams area.
Steve was born in the South Hams where he now lives with his wife and 2 children in Aveton Gifford.
Steve Spurrier - Financial Adviser
Has worked in the financial industry for 19 years specialising in mortgages and protection.
Steve is originally from Cornwall until 1997 when he moved to Plymouth where he now lives with his wife and young family.
Jan Reeves - Mortgage Adviser
Has always worked within the financial services industry and has more than 25 years experience specialising in mortgages and protection (life and income). Has a successful banking background working locally at Barclays for many years.
Born in Plymouth, has lived at Plympton since 1982.
Ian Davies - Financial Adviser
Ian has worked in the financial services industry for over 20 years specialising in Life protection, Retirement planning, savings and Investments.
Originally from Manchester but moved to Plymouth prior to finishing school , he now lives in Plymstock and has 2 grown up sons.
Pilgrim Financial Services is an appointed representative of Intrinsic Financial Planning Limited, which is authorised and regulated by the Financial Services Authority. Intrinsic Financial Planning Limited is entered on the FSA register (http://www.fsa.gov.uk/register/) under reference 440703. Commercial mortgages are not regulated by the FSA.
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