Parallel Wealth Management - Ipswich

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Parallel Wealth Management: A Trusted Financial Partner

For individuals seeking comprehensive and personalized financial planning services, Parallel Wealth Management stands out as a reliable and client-focused firm. Located in Ipswich, Suffolk, the company offers a streamlined and supportive approach to managing wealth and achieving financial goals.

Company Overview & Location

Parallel Wealth Management operates from a modern office at Address: Office 3, Parallel Wealth Management, The Outlook, Fox’s Marina, The Strand, Ipswich IP2 8NJ, United Kingdom. They are easily accessible, boasting convenient onsite parking, including a dedicated wheelchair accessible parking lot and wheelchair accessible restroom facilities, demonstrating a commitment to inclusivity. The company’s physical location at Fox’s Marina provides a pleasant and professional environment for client consultations. You can reach them directly at Phone: 1473550492. Their website, Website: parallelwealthmanagement.co.uk, offers a wealth of information and allows for easy online appointment scheduling.

Specialization & Services

Parallel Wealth Management specializes in providing expert financial planner services. They cater to a wide range of clients, assisting with various aspects of financial management. While specifics regarding their full service offerings are best explored on their website, it’s evident they prioritize a smooth and efficient process, as highlighted by numerous client testimonials. The firm’s approach seems particularly adept at handling complex situations, notably the consolidation of multiple pension plans – a service frequently praised for its simplicity and speed.

Client Experience & Reputation

The company has garnered a consistently high level of satisfaction, reflected in its impressive Average opinion: 5/5 rating across Google My Business (with 48 reviews). Feedback consistently emphasizes a highly personalized service, with dedicated account managers like Luke demonstrating exceptional responsiveness and follow-through. Clients appreciate the ease of transferring assets and the proactive communication throughout the entire process. It’s clear that Parallel Wealth Management prioritizes building strong client relationships and ensuring a seamless experience.

Key Features & Accessibility

Online Appointments: Convenience is a key element of their service, with the option for virtual consultations.
Onsite Services: In-person meetings are readily available for those who prefer a face-to-face discussion.
* Accessibility: The office is designed to be accessible to all clients, including those with mobility impairments.

Concluding Recommendation

Parallel Wealth Management presents itself as a highly regarded and approachable financial planning firm. The positive feedback surrounding their efficient pension consolidation process and dedicated client support strongly suggests they are a valuable partner for individuals seeking clarity and confidence in their financial future. We wholeheartedly recommend exploring their services further via their website: parallelwealthmanagement.co.uk – schedule an online or in-person consultation today to discuss your specific financial needs.

👍 Reviews of Parallel Wealth Management

Scott D.

5/5

A great effortless experience transferring my pensions over and combining the many I’ve collected over the years. Luke was super helpful, I handed over bundles of paperwork, screen shots of accounts and within a week the process was well underway. Impressed with the follow up and check ins from Luke. A great personal service and will be recommending PWM, particularly Luke to friends and family for all aspects of financial planning. Great job, quick service and attentive after care.

Zoe J.

5/5

Luke at Parallel Wealth Management has been fantastic at offering financial advice to my relatives, who were looking to review their investments. He took lots of time to gather information in order to offer sound advice, and explained things very clearly which we really appreciated. I highly recommend Luke and his financial expertise.

Aaron R.

5/5

I highly recommend Cavan at Parallel Wealth Management for his expertise in financial planning, pensions, and long-term strategy. He provides clear, thoughtful guidance, always ensuring that my goals are met with a solid, personalised approach. Cavan's insights have been invaluable in helping me secure a strong financial future.

jane H.

5/5

Cavan & Dominic have been first class - giving me confidence for short and long term financial planning and investments ensuring my money is in the right place and that I’m financially secure for the future. Big weight off my shoulders. Couldn’t recommend more highly.

Ben T.

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 H.

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.

Nona A.

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.

Lyndsey R.

5/5

Parallel wealth management are a great team to work with, especially Cavan who we are working with most closely. He is the ultimate professional with great advice and we feel safe in his hands. I wouldn't hesitate to recommend them for anyone who would like financial advice and planning.