Personal Asset Management - Independent Financial Advisors - Newton Abbot

Address: 12 Torquay Rd, Kingskerswell, Newton Abbot TQ12 5EZ, 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, Toilet, Appointments recommended, Free of charge street parking, Paid parking lot.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Personal Asset Management - Independent Financial Advisors

Personal Asset Management - Independent Financial Advisors 12 Torquay Rd, Kingskerswell, Newton Abbot TQ12 5EZ, United Kingdom

☎️1803873978

⏰ Open Hours of Personal Asset Management - Independent Financial Advisors

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

Personal Asset Management - Independent Financial Advisors

Personal Asset Management (PAM) is a renowned Independent Financial Advisor based in Newton Abbot, United Kingdom, offering personalized financial solutions to clients. Located at 12 Torquay Rd, Kingskerswell, Newton Abbot TQ12 5EZ, the firm has been providing exceptional service to its clients for many years.

With a team of highly skilled and experienced financial consultants, PAM specializes in various financial services including mortgage brokering and wealth planning. Their expertise and dedication to client satisfaction have earned them a stellar reputation in the industry.

In addition to their professional services, PAM offers several conveniences for clients, such as online appointments, on-site services, and a wheelchair-accessible environment. They also provide a free of charge street parking and a paid parking lot for the convenience of their clients.

The firm's commitment to client satisfaction is evident in their high average opinion rating of 5/5 based on 20 reviews on Google My Business. Many clients attest to the outstanding service provided by PAM's financial advisors, such as Oliver and Ian Pennicott, who offer considered and personalized advice tailored to their clients' specific needs.

To get started with Personal Asset Management, you can contact them via phone at 1803873978 or visit their website at personalassetmanagement.co.uk.

Key Features and Services

Financial consulting
Mortgage brokering
Online appointments
On-site services
Wheelchair-accessible facilities

👍 Reviews of Personal Asset Management - Independent Financial Advisors

Personal Asset Management - Independent Financial Advisors - Newton Abbot

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.