Start a conversation about your retirement plans
If you are approaching or already in retirement and would like clarity on your income, tax position or pension options, we offer a free, no-obligation initial meeting to understand your goals and outline how we can help.
We will respond within one working day. Your information is kept confidential and will never be shared.
Telephone: 01932 234840
E-mail: admin@pwm-ltd.com
Address: 67a High Street | Walton on Thames |Surrey | KT12 1DJ
If you’re approaching retirement and want clarity on your income, we’d be pleased to have an initial conversation.
There is no cost or obligation for an initial conversation.
Prefer to speak directly?
Duncan Pilgrim Principal: 07507 803692
Richard Wilson Chartered Financial Planner: 07736 250573
If we are unavailable, please leave a message and we will return your call promptly.
Visiting our office
Independent Financial Advisers in Walton-on-Thames
Our office is located on the first floor above Esquires Coffee on Walton High Street.
Limited on-street parking is available on Winchester Road. Alternatively, there is up to three hours of free parking in the public car park at the end of Highfield Road.
Meetings are also available via video call or a home visit if more convenient.
Pilgrim Wealth Management Ltd
67a High Street
Walton-on-Thames
Surrey KT12 1DJ
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.