Pension Advisor In
Ipswich
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.
People put decades of their lives into their pension plans. From setting it up when they are young to nurturing it and making regular contributions throughout their working life and then drawing on it to ensure a safe and comfortable retirement. But even two people who started at the same company at the same time may end up with two very different results once it comes time to draw from their pension. Why? Because one may have assumed everything would be okay while the other enlisted the services of a pension advisor in Ipswich early on and wound up with a more significant pension pot.
What a Pension Advisor can do for You
A pension advisor in Ipswich from PAB Wealth Management will help you glean the absolute most from your pension or pensions. Our services include:
- Creating a bespoke plan designed just for you: A pension advisor can create a bespoke plan tailored to meet your precise circumstances and to enable you to reach your retirement goals. Every bit of advice will be designed to further those goals.
- Working with You to Set Your Level of Risk: Every type of investment comes with a certain level of risk, but some definitely carry greater risk than others. We will work with you to determine what is the appropriate level of risk for you. Setting your risk level upfront will enable you to fashion an investment plan you are comfortable with.
- Taking a holistic view of your pensions: Whether yours is a state pension, workplace pension or personal pension, or some combination of the three, our pension advisors will take everything into consideration and advise you on potential moves such as combining your pensions.
If you have been making contributions to your pension(s) for some time without giving it a thought it’s time to enlist the help of a pension advisor in Ipswich from PAB Wealth Management. We’ll help guide your pension outcome toward a brighter future.
Get in Touch with PAB Wealth Management Today
Don’t be satisfied with an underperforming pension pot. Contact the team at PAB Wealth Management by calling 01553 824425 or writing to: 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!