Financial Advisor In
Kings Lynn
Financial advice should be affordable and available to anyone who needs it
Experienced financial advisor based in King’s Lynn and offering throughout Norfolk, Suffolk, Cambridgeshire and Lincolnshire
Financial Advisor Kings Lynn
PAB Wealth Management offers financial advice throughout the local area and has been created through the drive of our founder Luke Thompson.
Luke has been working in financial services for the past fifteen years starting with a local insurance brokerage before moving to providing mortgage and protection advice and now also offering financial advice to our clients. We look to provide a holistic approach to financial advice based on each individual customers own needs.
Our aim is to provide the same level of customer experience that customers have been able to receive for many years through our sister company PAB Mortgages.
Here at PAB Wealth we believe that financial advice should be affordable and available to anyone who needs it. We treat all our customers in the same manner from first time investors to long term investors.
EXCELLENT Based on 71 reviews Posted on aidan grangeTrustindex verifies that the original source of the review is Google. Would recommend PAB and Luke, brilliant service, couldn’t fault them! Helped make what could be a stressful situation so easy! Thanks team!Posted on Kirsty AdamsTrustindex verifies that the original source of the review is Google. Luke has been incredible throughout the mortgage process. He is happy to answer any questions and keen to get the best outcomes. I couldn’t recommend him highly enough!Posted on M FTrustindex verifies that the original source of the review is Google. Luke is incredibly professional and helpful and knowledgeable, highly recommended, we’ve been using him for years now for our mortgage and he is always brilliant, quick and easy to talk toPosted on phil kitneyTrustindex verifies that the original source of the review is Google. Luke was thorough and explained everything very well, would highly recommend!Posted on ClaireTrustindex verifies that the original source of the review is Google. We’re really pleased with Luke’s ongoing advice and support with our pensions and investments. We’ve always managed our finances ourselves, but as the decisions become bigger (and we get a little older!), we're grateful to have Luke to rely on. His knowledge is fantastic, but what really makes the difference for us is his warmth and his down-to-earth approach. If you’ve ever felt nervous about seeking professional advice, we’d wholeheartedly recommend giving Luke a call.Posted on Rob EdwardsTrustindex verifies that the original source of the review is Google. Luke has always been friendly, knowledgeable and professional, providing an excellent service. I would have no hesitation in recommending him and will continue to use him for mortgage renewals in the future.Posted on Sara MorleyTrustindex verifies that the original source of the review is Google. If you are looking for a professional down to earth mortgage advisor then Luke at PAB cannot be beaten. He was friendly and understanding throughout the whole process. Sorting out things like your mortgage can be really stressful and a total minefield but Luke handled it all for us but kept us updated aswell. What a brilliant experience, will be recommending to everyone. Thankyou.Posted on Tasha LathamTrustindex verifies that the original source of the review is Google. Where do I start? Luke has been the most helpful, kind, considerate and supportive person throughout our journey of buying our first home. Whenever we needed to, we felt comfortable to message and ask for advice or just ask a question, even if it felt silly Luke always reassured us. He made us feel like nothing was too much trouble, he was always a message away even if he was busy he would always try his best to get back to us as quick as he could. He is such a friendly and welcoming person, which helps to make the most stressful things that bit easier. We are so grateful to have found someone like Luke, we can’t thank you enough for everything you have helped us with, we are so incredibly thankful.Posted on Imaad TaimuriTrustindex verifies that the original source of the review is Google. Luke has been an amazing help from start to finish of our mortgage process. With me being self employed obtaining a mortgage presents greater challenges as opposed to being employed. Luke listened to my situation and was able to tailor a solution which allowed me to obtain a mortgage. He is very well versed with what is possible and unlike most brokers Luke did not lead me up the garden path or say that xyz was not possible etc. I would highly recommend Luke for more bespoke solutions. I believe mentioning to an agent or seller that you have a wealth manager as opposed to having a mortgage broker carries weight when it comes to negotiations. Great work Luke keep it up and we will be in touch soon!
Our Services
Benefits of Taking a Financial Advisor's Service in Kings Lynn
Choosing a financial advisor in Kings Lynn offers several key benefits. First, personalised financial planning ensures that your unique goals and circumstances are considered. Our advisor, Luke Thompson, provides customised advice to help you make informed decisions about your money.
Another advantage is expert guidance on investments. With over fifteen years of experience, Luke can help you build a diversified portfolio that matches your risk tolerance and financial objectives. This professional insight can significantly enhance your investment strategy.
Lastly, having a financial advisor simplifies complex financial matters. From retirement planning to tax strategies, our advisor takes the stress out of managing your finances, allowing you to focus on other important aspects of your life.
Trust PAB Wealth Management to guide you towards financial success.