Financial Advisor in
Newmarket
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 Newmarket
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.
Our Services
Unrivalled Financial Advice From PAB Wealth
To be a quality financial advisor you need the kind of insight that only comes from experience. This is why so many put their trust in the team at PAB Wealth Management. Our founder, Luke Thompson, has many years of experience in financial services and understands the difference between a genuine opportunity and a statistical mirage. Every member of the PAB team shares his commitment to excellence and dedicates themselves anew every day to act in the best interest of our clients.
Experience The PAB Wealth Management Difference
Too many financial advisors use billable hours as their measure of success. PAB Wealth Management is different. We measure our success by our clients’ success. This is one reason we have become the go-to financial advisor in Newmarket for so many. We dedicate ourselves on a daily basis to serving the best interests of our clients and that process begins with listening.
Listening is something of a lost art these days but our founder knows how important it is to understand the short and long-term goals of our clients. And he has instilled a respect for listening into every member of the PAB Wealth Management team. It’s one of many things that separate us from the competition. But it’s not the only one.
Every member of the PAB Wealth Management team also exudes what Luke considers the 3 essential qualities of a great financial advisor:
- Passion – If you are not passionate about financial services you will not take the time necessary to dig deep and uncover those opportunities others are missing.
- Curiosity – If you are not curious you will not care how things work in the financial markets and that lack of understanding will express itself in mediocre results.
- Professionalism – Professionalism means more than wearing the right suit. It means harbouring good instincts, being willing to constantly improve and understanding analytical basics like strategic asset allocation, drawdowns, beta and standard deviation.
Get in Touch With PAB Wealth Management
When it comes to wealth management there is no place for mediocrity. If you’re looking for a financial advisor in Newmarket who won’t let you down, call PAB today on 01553 824425.