Pension Advisor In
Bury St Edmunds
Financial advice should be affordable and available to anyone who needs it
- We are here to provide you will the right financial advice at the right time.
- Our aim is to make the process as stress free as possible for you.
- Check out our reviews to see what our customers think of us.
Bury St Edmunds and the surrounding area are among the most affluent areas in Suffolk. But even here there are plenty of people who could benefit from the kind of expert pension advice we at PAB Wealth Management specialise in. A pension advisor in Bury St Edmunds from PAB can help ensure that when the time comes to step aside from your work duties, you are ideally positioned to enjoy the kind of retirement you want and deserve.
The Benefits of Working With a Pension Advisor from PAB Wealth
If you are to enjoy a best-case retirement scenario you need an expert to go over your pension details with a fine-tooth comb and determine where improvements can, and should, be made. A pension advisor in Bury St Edmunds from PAB Wealth Management can do just that. But that is not the only reason to work with one of our experienced pension advisors. Other reasons include:
- To review your current pension settings: If you simply chose the default settings for your pension thinking it the safe bet, don’t be so convinced. An experienced pension advisor from PAB Wealth Management can examine your pension options and determine if you stand to enjoy optimal benefits.
- To make sure all your pension-related investments are working together: Besides their work pension, a lot of people are counting on investments, real estate and more to make sure they are comfortable in their retirement. If you are one of them it behooves you to ensure all the components of your retirement plan are pulling in the same direction. We can help with that.
- You’ll sleep easier: Your PAB Wealth Management pension advisor will help you plan for any eventuality, including unexpected medical expenses. That way you can sleep easier knowing that, no matter what, you’re covered.
Talk to a Pension Advisor in Bury St Edmunds
If you have questions or doubts about whether your retirement planning is all it could be, call PAB Wealth Management on 01553 824425 and speak to a pension advisor in Bury St Edmunds. Or, if you prefer, write to us at: luke@pabwealth.co.uk.
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!