Parallel Wealth Management - Ipswich

Address: Office 3, Parallel Wealth Management, The Outlook, Fox's Marina, The Strand, Ipswich IP2 8NJ, United Kingdom.
Phone: 1473550492.
Website: parallelwealthmanagement.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom.
Opinions: This company has 44 reviews on Google My Business.
Average opinion: 5/5.

Location of Parallel Wealth Management

1473550492

Parallel Wealth Management, located at Office 3, The Outlook, Fox's Marina, The Strand, Ipswich IP2 8NJ, United Kingdom, is a financial planning firm dedicated to helping clients achieve their financial goals. With a phone number of 1473550492 and website of parallelwealthmanagement.co.uk, this company has established itself as a reputable and reliable resource for financial planning services.

Parallel Wealth Management specializes in financial planning, providing expert guidance and strategies to help clients build and protect their wealth. With a focus on creating customized solutions tailored to each individual's unique needs and goals, this firm is committed to delivering the highest level of service and support.

One of the key features of Parallel Wealth Management is the convenience and accessibility they offer to their clients. Not only do they provide online appointments for those who prefer to meet virtually, but they also have onsite services available for those who prefer to meet in person. Additionally, the location boasts a wheelchair accessible parking lot and wheelchair accessible restroom, making it easy for everyone to visit and take advantage of their services.

According to Google My Business, Parallel Wealth Management has received 44 reviews with an impressive average opinion of 5/5. This is a testament to the high level of satisfaction and trust that clients have in the firm and its services.

Reviews of Parallel Wealth Management

Ben Tooke

5/5

Amazing service. Luke and Iain are extremely, friendly, knowledgeable and approachable. I cannot fault the amount of time and effort they have put into helping me. They always come to meetings equipped with an enormous amount of data which is put into bitesize tables and charts that make it easy to understand. I am genuinely excited for my financial future (instead of regretting it). I know that my investments are in safe hands. My only regret is not contacting them sooner.

Jason Hendon

5/5

Parallel wealth management are an extremely knowledgeable & professional team to work with and have been with them for the last 8 years.

Having worked with Dominic & Cavan and now being looked after by Luke, all have been extremely helpful & supportive with their expert advice and guidance in my investments and future with a personal touch.

I cannot recommend this great team high enough for anyone looking for professional future financial planning.

Gabrielle Samways

5/5

I am so grateful to Dominic for everything he has done for me over the last 6 years.
He is open and honest and super easy to get on with. We always have a lovely chat and I feel happy with all his advise.
I couldn’t recommend him more xx

Nona Atoyan

5/5

Cavan and Parallel Wealth Management are great. Cavan takes the time to explain everything in great detail and support you through the decision making process. I highly recommend Cavan and Parallel Wealth Management.

Alan Charlton

5/5

Cavan provides great advice without pressurising. He also ensures you have meetings with him through the year to discuss investments and follows up on actions created from these meetings

Ashley “Leon Youtube” hibbert

5/5

Thank you so much Luke, absolutely top class.

I had multiple pension pots from my previous employers scattered all over the place and actually not doing anything for me in terms of interest. Luke went through all my options and I finally decided to put them together in a index fund and I am already seeing great results.

Mark Nunn

5/5

PWM have made managing my pension a breeze - super knowledgeable, always approachable and a pleasure to work with - cannot recommend highly enough.

Colin Perkins

5/5

Dominic and his team at Parallel Wealth Managed have helped me with my investments and my retirement planning. Dominic goes above and beyond to ensure his investment Clients are aware of the market changes and status with Webinar updates and documentation to appraise what the Chancellor’s budget announcement will have on our investments.
I get regular reviews including an annuity review where we sit down and discuss my spending forecast for the coming year, current investment trends, fund performance and advises to whether we need to change anything in my portfolio.
I can not recommend Dominic and the team at PWM highly enough the service is absolutely exceptional.