Personal Asset Management - Independent Financial Advisors - Newton Abbot

Okay, here’s a comprehensive overview of Personal Asset Management (PAM), designed to be helpful and informative, presented in a formal and approachable style:

Personal Asset Management: A Trusted Financial Partner

For individuals and families seeking expert guidance in managing their financial affairs, Personal Asset Management (PAM) stands as a reliable and dedicated resource. Located at 12 Torquay Rd, Kingskerswell, Newton Abbot TQ12 5EZ, United Kingdom, PAM offers a holistic approach to wealth management, underpinned by a commitment to client-centric service. You can reach them by phone at 1803873978 or through their website: personalassetmanagement.co.uk.

Specialties and Services

PAM distinguishes itself through the expertise of its team, primarily focused on acting as Financial Consultants and Mortgage Brokers. This dual specialization allows them to provide a comprehensive suite of services, encompassing not only investment planning but also assistance with securing suitable mortgage financing. They pride themselves on offering tailored solutions, recognizing that each client’s circumstances and goals are unique.

The company’s core competencies include:

Investment Portfolio Management: Designing and managing investment portfolios aligned with individual risk tolerance and financial objectives.
Pension Planning: Providing strategic guidance on maximizing pension savings and ensuring long-term financial security.
Mortgage Brokerage: Navigating the complex mortgage market to secure the most competitive rates and terms for clients.
Family Wealth Planning: Offering advice on strategies for preserving and transferring wealth across generations.

Accessibility and Amenities

PAM is committed to providing a seamless and accessible experience for all clients. The office is conveniently located and boasts several accessibility features, including a wheelchair accessible entrance, parking lot, and restroom. Furthermore, they offer online appointments for added convenience. Parking is freely available on the street, with a paid parking lot also present.

Client Feedback and Reputation

PAM consistently receives outstanding feedback, as evidenced by its impressive average opinion of 5/5 on Google My Business, with a total of 20 reviews. Clients frequently praise the team’s professionalism, dedication, and commitment to acting solely in their best interests. It’s clear that PAM prioritizes building long-term relationships based on trust and transparency.

Key Information for Prospective Clients

Address: 12 Torquay Rd, Kingskerswell, Newton Abbot TQ12 5EZ, United Kingdom
Phone: 1803873978
* Website: personalassetmanagement.co.uk

Conclusion and Recommendation

Personal Asset Management offers a combination of professional expertise, accessible services, and a client-focused approach that sets it apart. Their dedication to providing considered advice, coupled with their commitment to accessibility, makes them an ideal partner for anyone seeking to confidently manage their financial future. We strongly encourage anyone considering a financial advisor to visit the PAM website at personalassetmanagement.co.uk to schedule a consultation and explore how their services can benefit you.

👍 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.