Duncan Pilgrim

Independent Financial Adviser 67a High Street, Walton On Thames, Surrey, KT12 1DJ

First meeting at adviser's own cost

Response rating

9.5 /10

9th September 2019

With over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment.

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

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Meet our advisers

Duncan Pilgrim BSc (Hons) Dip PFS

Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

CF6 - Certificate in Mortgage Advice (CII)

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.

CF4 - Retirement Planning (CII)

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

CF3 - Financial Protection (CII)

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

CF2 - Investment and Risk (CII)

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

J10 - Discretionary Investment Management (CII)

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

J02 - Trusts (CII)

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.

J01 - Personal Tax (CII)

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.

AF4 - Investment Planning (CII)

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

AF1 - Personal Tax and Trust Planning (CII)

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

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

Where to find us

67a High Street, Walton On Thames, Surrey, KT12 1DJ

Make an enquiry

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.

Compliance

Investment:
We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market.

Non-investment protection contracts:
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions review
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Group pensions
- Group protection
Long Term Care
- Long term care

Advice methods

Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Compliance

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Contact options

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a call back Show number Recommend to a friend

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