Personal Asset Management - Independent Financial Advisors - Newton Abbot

Address: 3 Fore St, Kingskerswell, Newton Abbot TQ12 5HT, United Kingdom.
Phone: 1803873978.
Website: personalassetmanagement.co.uk.
Specialties: Financial consultant, Mortgage broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

Location of Personal Asset Management - Independent Financial Advisors

1803873978

Personal Asset Management, located at Address: 3 Fore St, Kingskerswell, Newton Abbot TQ12 5HT, United Kingdom, is an independent financial advisory firm that offers specialized services in Financial consulting and Mortgage brokering. With a strong reputation for providing expert advice and tailored solutions, they have established themselves as a trusted choice for those seeking financial guidance.

One of the key features of Personal Asset Management is their commitment to accessibility. Their office is equipped with a wheelchair-accessible car park, entrance, and toilet, making it easy for everyone to visit and consult with their team of professionals. Additionally, they offer online appointments for those who prefer the convenience of virtual meetings.

When it comes to their services, Personal Asset Management prides itself on its on-site services. Their team of experienced financial consultants work closely with clients to understand their unique financial situations, goals, and risk tolerance. From there, they develop customized strategies and investment portfolios designed to help clients achieve their financial aspirations.

In the area of mortgage brokering, Personal Asset Management has built strong relationships with a variety of lenders. This allows them to provide clients with access to a wide range of mortgage products and competitive rates. Whether clients are looking to purchase a new home, refinance an existing mortgage, or invest in real estate, Personal Asset Management can help them find the right mortgage solution.

With 19 reviews on Google My Business and an average opinion of 5/5, Personal Asset Management has earned a reputation for excellence in the industry. Clients consistently praise the firm's knowledgeable and friendly staff, as well as their ability to provide clear and actionable financial advice.

Reviews of Personal Asset Management - Independent Financial Advisors

Personal Asset Management - Independent Financial Advisors - Newton Abbot

Dawn Bond

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 Rutherford

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 Sainsbury-Tilley

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 Chudleigh

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 Hughes

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 Atkins

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 blackmore

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.

Ben Babbage

5/5

We dealt with Oliver, he was great! Helped explain everything in understandable terms went through all our options. We couldn't recommend more and will definitely be using them again.