Albion House Wealth Management - Oldham

Overview of Albion House Wealth Management

Nestled in the heart of Oldham, at Albion House, 31 Queen St, Oldham OL1 1RD, United Kingdom, stands Albion House Wealth Management, a trusted financial planning service. This esteemed firm offers comprehensive wealth management solutions, with a particular expertise in financial planning. You can reach them at Phone: 1615430674 or visit their professional website albionhousewm.co.uk for more detailed information.

Features and Services

Albion House Wealth Management prides itself on its financial planner specialization. Their team is dedicated to providing personalized financial advice tailored to meet the unique needs of each client. The services offered include both online and on-site appointments, ensuring convenience for clients regardless of their location or preferences. The business is also noted for its accessibility, featuring a wheelchair-accessible car park, entrance, and toilet, making it an inclusive space for everyone.

Location and Accessibility

Situated at a prime location, Albion House is easily accessible, catering to clients who value convenience. The wheelchair-friendly facilities demonstrate their commitment to serving all members of the community.

Online Appointments and Reviews

In today's digital age, offering online appointment options is a significant point of interest. This allows potential clients to schedule meetings at their convenience. Moreover, the company has garnered a respectable reputation with 6 reviews on Google My Business, reflecting an average opinion of 5/5. This high rating suggests a level of satisfaction among their clientele, likely due to their transparent, detailed explanations and tailored solutions, as evidenced by one client's glowing testimonial about navigating through insurance with ease.

Contact Information and Recommendations

For those considering financial planning or seeking insurance advice, Albion House Wealth Management is a compelling choice. Their user-friendly approach, combined with accessibility and positive client feedback, sets them apart in the competitive financial services industry. To explore their offerings further or to schedule an appointment, visiting their website albionhousewm.co.uk is highly recommended. Here, you can delve into their services, learn more about their team, and understand how they can assist you in achieving your financial goals.

👍 Reviews of Albion House Wealth Management

Josh L.

5/5

We recently moved homes and had no idea where to begin with insurance. Isaac explained everything detail and found cover that protects both myself and my partner which fitted within our budget. I would highly recommend Isaac to anyone needing any financial planning.

Deborah T.

5/5

As I get closer to retirement age I thought I would be wise getting professional support as I get completely overwhelmed when it comes to understanding pensions. I have had a number of meetings with Isaac who has explained my options very patiently. I feel like I am in safe hand with him. A polite gentleman and very courteous. I would recommend him for any type of pension support.

Christine J.

5/5

Must admit I was apprehensive about talking to a financial advisor but I needn't of worried Issac was fantastic his advice and positivity help me make a life changing decision and I will always be grateful. I recommend Issac and Albion house 100%

Adam H.

5/5

I would highly recommend Albion House Wealth Management, who I have used to set up a private pension. They have been very supportive, explaining everything in simple terms whilst keeping me updated regularly with the process. My financial adviser Isaac has dealt with every step in a professional manner and answered all of my questions promptly.

Ellie W.

5/5

Despite being early in my career, I realised I needed a better pension, it’s something I would have put off for a while if family had not urged me. Matthew was very helpful and knowledgeable. As I am a newbie to all things finance/pensions he was patient, explained everything in detail and his advice was very professional and friendly at the same time! He knew exactly what I needed to do to help secure my future financial goals and the whole process was easy, smooth and enjoyable. Thanks so much 🙂

William F.

5/5

Matthew was extremely helpful with helping me set up my pension, life insurance and income protection. I’d highly recommend Matthew @ Albion House