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Pilgrim Wealth Management Ltd
Pilgrim Wealth Management Ltd
Initial consultation free
Independent
With over 20 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment. We help you stay the course and build lasting financial peace.
We can advise you on
Clients
helped
134
Minimum
pension value
£100k+
Minimum
wealth
£250k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Duncan Pilgrim BSc (Hons) Dip PFS
Director
Mr Richard Wilson FPFS
Chartered Financial Planner
What our clients say
j
Janette
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.
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