High achievement

An ongoing commitment to professional development is important for all Financial Planners, however Neil Pinney of Pilgrim Financial Planning in Wells has taken this commitment to the highest level by becoming a Fellow of the Personal Finance Society (PFS). This is the highest qualification awarded by the PFS and underlines Neil’s technical knowledge, experience and professionalism. Neil commented that “professional development is important for Financial Planners as regulations are constantly changing and we need to ensure we have the ability to deal with clients often complex affairs”.

Neil and his colleague Dan Hiles in Bristol, who is also a Fellow, are part of a select group across the world who have attained this prestigious qualification.

Sporting excellence at Bristol Bears Academy

We are proud to sponsor an initiative which provides Bristol Bears Rugby Academy under 14 and under 15’s with the opportunity to play competitively at a number of inter centre festivals across Avon and Somerset.

Gary Townsend Academy Development Manager commented “This initiative allows (the boys) to play with the freedom to express themselves without any pressures on outcome and to benchmark their progress in an informal representative environment”

Damien Rylett explained the reason for Brunel Capital Partner’s involvement. “We are glad that with our contribution, more boys are getting an opportunity to be the best they can be and play the game they love. One of our values as a firm is to be continually improving which dovetails nicely with the ethos of the Bristol Bears Academy”.

Fundraising for Dementia

A grand total of £1,534.50 was raised by all those taking part in the Memory Walk around Wells. Some of these funds have contributed to Christmas Parties for those living with Dementia and their carers at the Lawrence Centre and local mental health charity “Heads Up”. We were also pleased to help with the costs of setting up the Memory Café in Wells which launches on Wednesday 30th January, If anyone would like further details please contact the Wells Office.

Arnold Wills, Director of Pilgrim and Chairman of the Wells Dementia Action Alliance said “Well done to all those that took part in the walk and made it such a successful event. Its fantastic that we are able to increase the services available to those living with Dementia and their carers in our local community”

Investing is easy!

Investing is easy! (it’s staying on track that is hard)
Let’s start with some cold hard facts.

  • 1. Typically, within every calendar year, the FTSE All-Share will experience a peak-to-trough
    temporary decline of around 15%.
  • 2. Typically, every five years or so, the FTSE All-Share will experience a longer-but-still temporary
    decline of 30% or more.1

How would you react when faced with these events?
Fortunately, once we know these events are not only likely they are inevitable, we can start to
accept them as a normal part of investing and plan accordingly. Indeed, we should (with time and
experience) come to embrace them as evidence that the system continues to operate normally.
That doesn’t mean we can all sit there with big smiles on our faces as we watch our valuations fall
but it does mean we can be better prepared to control our actions in response to the falls.
Unfortunately, it is human nature to want to be proactive in these situations and somehow protect
ourselves from the ‘hurt’ of seeing the paper value of our investments falling, however the potential
impact of acting at these times can be devastating to financial outcomes.

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Brunel Capital Partners is a sister company of Pilgrim Financial Planning