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Parallel Wealth Management

Parallel Wealth Management

5.0(56 reviews)See reviews ↓·Ipswich

What customers say

Based on genuine customer reviews

Expertise paired with clear, patient explanation runs through the accounts left by clients of this Ipswich practice. Advisers are described as taking the time to understand circumstances in full before recommending anything, so that financial planning, pension transfers and investment management feel considered rather than rushed. Cavan, Dominic, Luke and Frankie Gray are singled out by name, with reviewers highlighting how plainly complicated subjects such as retirement strategy, annuity reviews and shifts in the market are set out. Consolidating old workplace pensions recurs as a theme, one client noting that bundles of paperwork and account screenshots had the process well underway within a week.

Regular reviews, webinar updates and documentation explaining budget announcements are treated as part of an ongoing relationship rather than a single transaction. The personal, unhurried manner comes up often, alongside the confidence it gives clients about their long-term security, and advice has extended to matters outside the firm's direct remit, including wills. Follow-up contact after meetings and the wider team supporting individual advisers also feature in several accounts, closing with the trust clients place in Cavan's technical grasp of markets, tax and risk.

Reviews

Reviews are taken from publicly available sources.

AS
Alex Sheppard8 September 2026

Frankie is an exceptional financial adviser, and I cannot recommend him highly enough. I’m based in Australia, while my ageing parents are in the UK, and Frankie has been an incredible support to both them and our family. He has gone far beyond what I would expect from a financial adviser, showing genuine care, patience and compassion, particularly as we’ve navigated some challenging circumstances with my parents and their care arrangements. Frankie has always been responsive, professional and willing to go the extra mile to help. Knowing he is there to support my parents has given our family enormous peace of mind. A truly exceptional adviser and, more importantly, a genuinely caring person. I would have no hesitation recommending Frankie.

VW
Vicky Ware4 June 2026

Frankie at Parallel Wealth Management has been fantastic at offering financial advice to me and my partner. He took lots of time to gather information and explained things very clearly which we really appreciated. I would highly recommend Frankie and his financial expertise.

NH
N Harvey2 June 2026

I deal with Frankie Gray at PWM. I first came across him many years ago when he sold cars for a rather well known German brand. My family and I bought multiple cars off him over the years and it was always such a pleasure. It was obvious he would climb the ranks in his dealership and we weren't wrong. It is why it was a no brainer to have him and PWM deal with my finances when I discovered he was now working in this field. He and the team have been dealing with my pension and he will be dealing with my other finances and indeed my ex wife's too. Always kept up to speed, no pressure applied. Total pleasure and I have total faith.

ZJ
Zoe Jervis26 March 2025

Luke at Parallel Wealth Management has been fantastic at offering financial advice to my relatives, who were looking to review their investments. He took lots of time to gather information in order to offer sound advice, and explained things very clearly which we really appreciated. I highly recommend Luke and his financial expertise.

SD
Scott Drew26 March 2025

A great effortless experience transferring my pensions over and combining the many I’ve collected over the years. Luke was super helpful, I handed over bundles of paperwork, screen shots of accounts and within a week the process was well underway. Impressed with the follow up and check ins from Luke. A great personal service and will be recommending PWM, particularly Luke to friends and family for all aspects of financial planning. Great job, quick service and attentive after care.

AR
Aaron Redmond25 February 2025

I highly recommend Cavan at Parallel Wealth Management for his expertise in financial planning, pensions, and long-term strategy. He provides clear, thoughtful guidance, always ensuring that my goals are met with a solid, personalised approach. Cavan's insights have been invaluable in helping me secure a strong financial future.

JH
jane howe15 January 2025

Cavan & Dominic have been first class - giving me confidence for short and long term financial planning and investments ensuring my money is in the right place and that I’m financially secure for the future. Big weight off my shoulders. Couldn’t recommend more highly.

Financial advisers in Ipswich compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Ipswich are compared.

RankProviderRatingReviewsOpen Sat.
1Parallel Wealth Management (this page)★ 5,056No
2Upside Finance★ 5,049No
3Everwealth - Independent Financial Advisers★ 5,014No
4Cardinal Financial Planning and Wealth Management★ 5,021No
5CarterDawes IFA Solutions Ltd★ 5,033No
Contact
+441473550492www.parallelwealthmanagement.co.ukOffice 3, The Outlook, Fox's Marina, The Strand, Ipswich IP2 8NJ
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed