01553 824425

Financial Advisor in
Suffolk

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 

01553 824425
Information Given will not be used for marketing purposes

Financial Advisor Suffolk

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. 

Equity Release is a way to free up the equity which you may have in your current property. An equity release lender will be willing to lend you a proportion of the value of your property either via a lump sum or regular payments
Equity Release

Our Services
Helping you to plan for your retirement is a large part of what we do at PAB Wealth Management.


Pensions
We specialise in whole of the market mortgages, Whether you have good, bad or average credit we're here to help.




Mortgages
Diversification and risk management remain the keys to long-term success in challenging markets. By working PAB Wealth Management’s qualified financial advisors you will have access to investment expertise and the opportunity to invest across a range of different investment firms.
investment Planning
We dale with Group income protection, workplace pensions, employee benefits and group private medical insurance.




Corporate Customers

Trusted Financial Advice

At PAB Wealth Management we are proud of our record of providing insightful financial advice to our clients in Suffolk. Our goal is to enable our clients to build their wealth in a way that optimises returns while eliminating unnecessary risk. Our many years of experience in financial services enables us to take a holistic view of the investment landscape, to blot out the noise and to zero in on the genuine opportunities. Perhaps that explains why for so many we are the go-to financial advisor in Suffolk.

Reflecting Excellence

In many ways, PAB Wealth Management is a reflection of our founder Luke Thompson and his belief in the value of continuous improvement, curiosity and hard work. Just as financial markets never rest we too are constantly at work identifying opportunities and formulating strategies to benefit our clients.

When it comes to doling out financial advice a one-size-fits-all approach is a recipe for mediocrity or worse. Fortunately, our years of experience enable us to tailor our financial advice to meet the precise circumstances and goals of each client. This bespoke approach is built on our commitment to listening, a lost art form that experience shows us is capable of paying handsome dividends.

Why Choose a PAB Wealth Management Financial Advisor in Suffolk?

Every team member at PAB Wealth Management embodies 3 qualities that make for effective financial advisors:

  • Passion – If you do not share our founder’s passion for all things financial you will not earn a place on the PAB Wealth Management team. It’s as simple as that.
  • Curiosity – Every member of the PAB team possesses an insatiable curiosity regarding financial products and services. It’s this curiosity that enables us to uncover opportunities others miss.
  • Professional wherewithal – Our passion and curiosity are complemented by a thorough understanding of essential analytical tools such as standard deviation, strategic asset allocation, drawdown, and more.

Get in Touch With PAB Wealth Management

If you are looking for a financial advisor in Suffolk that won’t let you down, get in touch with the team at PAB Wealth Management by calling 01553 824425. Or write to: luke@pabwealth.co.uk.

Information Given will not be used for marketing purposes