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 46 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Parallel Wealth Management

☎️1473550492

⏰ Open Hours of Parallel Wealth Management

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Discover Parallel Wealth Management: Your Partner in Financial Security

Located at Office 3, Parallel Wealth Management, The Outlook, Fox's Marina, The Strand, Ipswich IP2 8NJ, United Kingdom, Parallel Wealth Management stands out as a beacon of financial advisory excellence. With a phone number 1473550492 readily available, prospective clients can easily reach out for expert guidance.

Parallel Wealth Management is renowned for its comprehensive financial planning services, led by financial planners like Cavan & Dominic. These professionals are dedicated to ensuring your financial future is secure and prosperous. Their ability to provide detailed explanations and support throughout the decision-making process has earned them a reputation for excellence. Clients have testified to feeling a significant weight lifted off their shoulders, knowing their financial futures are in capable hands.

Key Features and Accessibility

This distinguished firm prides itself on its accessibility and inclusivity. Offering online appointments alongside their onsite services, Parallel Wealth Management ensures that everyone, regardless of their physical location, can benefit from their expertise. Their facility is also wheelchair accessible, complete with a designated wheelchair accessible parking lot and restroom, making it convenient for all clients to visit without any hassle.

Customer Satisfaction and Expertise

Parallel Wealth Management has garnered a remarkable 46 reviews on Google My Business, with an impressive average rating of 5/5. These glowing reviews highlight the exceptional service provided by Cavan & Dominic, who excel in financial planning and investment strategies. Clients feel confident in their short and long-term financial goals, knowing they are well-supported.

For individuals seeking reliable financial advice and a personalized approach, Parallel Wealth Management is an invaluable resource. Their team's commitment to creating a comfortable and informative experience sets them apart in the competitive world of financial services.

Recommending Parallel Wealth Management

Given the outstanding feedback and the firm's commitment to client satisfaction, it's highly recommended that you consider reaching out to Parallel Wealth Management. Whether you're looking to plan for the future or need assistance with investments, their expertise can provide the confidence and clarity you seek.

To explore their services further or to schedule a consultation, visit their website at parallelwealthmanagement.co.uk. Don't miss the opportunity to take the first step towards securing your financial future. Contact Parallel Wealth Management today and experience the difference that professional, personalized financial planning can make.

👍 Reviews of Parallel Wealth Management

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.

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.

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.

Colin P.

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.

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.

Gabrielle S.

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

Stephen R.

5/5

Cavan looks after the financial affairs of myself and my family. He is technically qualified to the highest industry standard. He has a clear understanding of financial markets, tax and risk management and how they can be utilized to create financial security. He is extremely adept at building personal relationships and trust. We would not hesitate to recommend him.