Parallel Wealth Management
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
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.
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.
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.
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.
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.
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.
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.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Parallel Wealth Management (this page) | ★ 5,0 | 56 | No |
| 2 | Upside Finance | ★ 5,0 | 49 | No |
| 3 | Everwealth - Independent Financial Advisers | ★ 5,0 | 14 | No |
| 4 | Cardinal Financial Planning and Wealth Management | ★ 5,0 | 21 | No |
| 5 | CarterDawes IFA Solutions Ltd | ★ 5,0 | 33 | No |
