What makes us different?
Independent
You can be confident that the advice you receive is objective. We are not tied to any product providers or investment companies, and we research the wider market to find solutions that are suitable for your circumstances and goals.
If your existing arrangements remain appropriate, we will tell you. Our role is to provide clear advice, not to recommend change unless it genuinely improves your position.
Focused on you
Your financial plan should reflect your life, priorities and goals. Good planning begins by understanding what matters most to you and the future you want to build.
From there we help create a plan designed around your needs, rather than around financial products.
We take time to understand you, what your concerns and motivations are and ultimately what your financial goals might be.
On your side
Financial decisions can sometimes feel complicated or overwhelming. Our role is to stand alongside you, helping you understand your options, dealing with providers and paperwork, and explaining things clearly along the way.
You always know what decisions are being made and why.
Real planning
Good advice isn’t about picking funds or chasing markets. It’s about understanding the life you want and building a financial plan that genuinely supports it. We bring together your pensions, savings, investments and tax planning into one clear, joined‑up strategy, so you can see where you’re heading and what it will take to get there.
Meet the team
Duncan Pilgrim
Dip PFS
Managing Director
I specialise in independent financial advice for individuals and families approaching or in retirement.
Having founded Pilgrim Wealth Management in July 2011, I have worked with clients across Surrey for over a decade, helping them make clear and confident financial decisions. Prior to this, I spent six years at Barclays Bank, building strong foundations in financial planning and client service.
My focus is on practical, straightforward advice — helping clients organise pensions and investments, structure sustainable income, and plan sensibly for the future.
Clients value my dependability, clear communication and patient approach, particularly when navigating complex or sensitive situations.
I live in Walton-on-Thames with my wife Donna and our three children, and work closely with families throughout the local community.
Richard Wilson FPFS
Chartered Financial Planner and Senior Financial Advisor
I specialise in helping clients approaching or in retirement structure sustainable income from pensions and investments.
With over 30 years in financial services, I have worked with James Hay, Clerical Medical and Aegon, supporting advisers and high-net-worth clients and managing key relationships — including overseeing a group pension scheme for a large, well-known accountancy firm.
As a Chartered Financial Planner and Fellow of the Personal Finance Society, I have achieved the highest level of professional designation awarded by the Chartered Insurance Institute in financial planning.
Being independent allows me to research the whole market and recommend solutions aligned to your objectives and attitude to risk.
I live in Thames Ditton with my wife Jacqui and our two sons, and work closely with families across Surrey and South West London.
Kate Allen
Office Manager
Kate oversees client servicing and administration, ensuring everything runs smoothly behind the scenes.
She manages provider correspondence, chases information where needed, and helps coordinate reviews and documentation so that plans are implemented efficiently and accurately.
Her organised and proactive approach ensures that clients receive timely updates and that no detail is overlooked.
Kate plays a key role in delivering the high level of service our clients expect.
Independent retirement specialists - Established 2011
Pilgrim Wealth Management Ltd is an independent financial advice firm based in Walton-on-Thames, Surrey. We provide financial planning and retirement advice to individuals and families across Surrey and South West London, helping clients organise pensions, investments and tax planning into clear long-term financial plans.
Retirement is often the most financially significant stage of life. Structuring pensions, investments and tax planning correctly can make the difference between uncertainty and security.
Our role is to simplify complexity, provide clear recommendations and help you build a sustainable income that supports the life you want to live.
Regulatory information
Pilgrim Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. You can verify our details on the FCA Register here. FCA number 784239.
Registered in England & Wales. Company number: 07717895.
Registered Office: 67a High Street | Walton on Thames | Surrey | KT12 1DJ.
Contact us
Telephone: 01932 234 840
E-mail: admin@pwm-ltd.com
67a High Street | Walton on Thames | Surrey | KT12 1DJ
Pilgrim Wealth Management Ltd provides independent retirement planning and financial advice to clients in Walton-on-Thames, Weybridge, Esher, Surbiton and Thames Ditton, as well as nearby areas including Hersham, Sunbury-on-Thames and Richmond.
Book a free initial meeting to discuss your retirement options.