Duncan Pilgrim

Independent Financial Adviser  67a High Street, Walton on thames, Surrey, KT12 1DJ
First meeting at adviser's own cost
With over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Duncan Pilgrim BSc (Hons) Dip PFS
Director

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

What our clients say
I needed advice and guidance for my Pension Sharing Orders. To implement these orders, invest the Pensions and amalgamate various Pensions into one Pension Pot!. Duncan did all the research for me. Tracked down old Pensions I had over the years, through a lot of exhaustive investigative work. Chased Pension Companies, kept track of all conversations and paperwork. He was extremely diligent, professional, personal and patient on collating all the necessary information at all times. He kept me in the loop at every stage and I felt totally confident in him. He was extremely organised and guided me every step of the way. Truly grateful and appreciated all of his hard work to get it sorted for me! Duncan is so knowledgeable and was able to always explain it in layman's terms to me. I cannot recommend Duncan highly enough. A consummate Professional and a genuine lovely man. I honestly can say that Duncan has surpassed all expectation of a Pensions/Financial Advisor. I don't believe there is anything he could have done better. He advised, guided, was totally professional, patient and empathetic to my personal situation. He I believe always had my best interests at heart and wanted the best outcome for me.
Janette, London
About us

Duncan Pilgrim is an independent financial adviser with a wealth of experience in all aspects of financial planning and pensions.

For jargon free comprehensive advice tailored to meet your individual requirements please arrange a free consultation without obligation today.

Our services

I provide a personal and confidential service to both existing and potential new clients throughout the Surrey and Central London regions. With over 12 years’ experience in the Financial Services industry, I’m confident in my ability to provide the right advice in a professional and courteous manner. I understand that all clients are different and I’m as comfortable helping new clients understand the basics of personal financial management as I am assisting experienced clients gain maximum value from their existing portfolios.

Where to find us
Head office address: 67a High Street, Walton On Thames, Surrey, KT12 1DJ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 25th May 2020

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