Duncan Pilgrim

Independent Financial Adviser 67a High Street, Walton On Thames, Surrey, KT12 1DJ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th September 2018
With over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment.
We can advise you on
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Duncan Pilgrim BSc (Hons) Dip PFS
Director
Accreditations
Certified Financial Planner
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

Contact us
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.

Advice methods
  • icons
    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

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.

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