Personal Asset Management - Independent Financial Advisors - Newton Abbot

Personal Asset Management - Independent Financial Advisors

Personal Asset Management (PAM) is a distinguished independent financial advisory service located at 12 Torquay Rd, Kingskerswell, Newton Abbot TQ12 5EZ, United Kingdom. With an accessible phone number 1803873978, potential clients can easily reach out for expert financial guidance. Their professional services include financial consulting and mortgage broking, making them a versatile resource for all your financial needs.

Key Features and Services

PAM stands out with its comprehensive approach to personal asset management, offering services that cater to both individual and family wealth planning. Their expertise extends to:

• Financial Consulting: Tailored advice to help manage and grow your wealth.
• Mortgage Broking: Expert assistance in securing the best mortgage deals.
• Online Appointments: Convenience at your fingertips with the ability to schedule sessions online.
• On-site Services: For those preferring face-to-face interactions, PAM also provides services on-site.
• Accessibility: The office is wheelchair-accessible, complete with a parking bay, entrance, and toilet designed for ease of use.
• Free Street Parking: Clients can park without cost near the office.
• Professional Reviews: With 20 reviews on Google My Business, PAM has earned an impressive average rating of 5/5.

Clients have praised PAM for its dedication to providing thoughtful advice, even when it meant no immediate business. For instance, Oliver Pennicott’s insightful family wealth planning advice was appreciated for its thoroughness and consideration. Similarly, Ian and Oliver Pennicott were commended for their exceptional pension investment advice, demonstrating a commitment to the best interests of their clients.

Location and Accessibility Information

For those planning to visit, PAM’s location is conveniently situated at 12 Torquay Rd, Kingskerswell, Newton Abbot TQ12 5EZ. The area offers free street parking for clients and includes a paid parking lot for those who need to drive. The office’s wheelchair-accessible features ensure that all clients, regardless of mobility, can easily access their services.

How to Get Involved

Interested in managing your personal assets effectively PAM invites you to explore their services further. Whether you prefer to contact them through their website or wish to schedule an online appointment, their professional team is ready to assist. Given the glowing reviews and average rating of 5 out of 5, this is a company you won’t want to miss out on. Take the next step towards securing your financial future by visiting their website or calling them directly.

Don’t wait to take control of your financial future. Contact Personal Asset Management today through their website or give them a call at 1803873978 to start your journey towards better financial management.

This structured recommendation incorporates the key aspects of PAM, highlighting their services, location, accessibility, and positive reviews, while encouraging potential clients to reach out for their financial advisory needs.

👍 Reviews of Personal Asset Management - Independent Financial Advisors

Jonathan T.

5/5

Spoke to Oliver to get some complimentary advice relating to family wealth planning. Despite the fact that it was unlikely to result in any business Oliver gave considered and good advice and spent time in finding out the details that we needed.

Dawn B.

5/5

Ian and Oliver Pennicott at PAM have been outstanding with financial advice for myself and my Mother with our pension investments.
I really wish I had used them years ago as they are professional and always advise in our best interests.

Thomas R.

5/5

Over the last few months we have been dealing with PAM to help us get onto the property ladder as first time buyers and from start to finish they have been brilliant throughout.

Olie made the process stress free and explained everything clearly in a way that we both understood. Olie is an expert in his field and helped us every step in the way from getting our finances in order to other things nothing was ever to much trouble.

We would highly recommend their services and we will be using them again in the near future for further advice.

Christopher S.

5/5

Oliver is fantastic - extremely professional and exceptionally helpful. As first time buyers he not only helped us find the best mortgage and brilliant rate but guided us through the whole process seamlessly. We would highly recommend Oliver and PAM for any mortgage or protection needs and we will be using them again when our fixed term is up!

Julie C.

5/5

My financial situation hasn’t been straight forward but I thought I was getting expert assistance from a company which looked after tax, mortgages and pension investments. That is until the advisors started to give conflicting advice and left me extremely vulnerable, with nonsense charges thrown into the mix. I looked into possibilities more deeply. After seeking no obligation help at PAM I cannot tell you of both the relief and success. Explanations and rationale have been excellent, transfers smooth and the ongoing support is very reassuring! I’m already much better off, even as the economy still fluctuates. Most importantly, I have peace of mind!

R H.

5/5

Ian at Personal Asset Management was my parents' Financial Adviser for over 30 years. He helped me with Probate and setting up a Trust fund after their death. His help was invaluable. He now looks after my own investments. I can highly recommend his service. Totally trustworthy.

John A.

5/5

I am completely happy with the service provided to me by Personal Asset Management and recommend them highly. Oliver explained everything to me very thoroughly and professionally and made some recommendations. All my questions were answered and I'm confident my pension provision is in a much better state than before. Oliver kept me updated through the process and answered emails very promptly.

Beth B.

5/5

Couldn’t recommend Oliver Pennicott enough! He was professional, knowledgeable and friendly. Oliver explained everything clearly, gave us really good advice and helped us secure a Morgage quickly! We had 100% confidence in him.