Alpha House Wealth Management - Bath

Address: Unit 14, Alpha House Wealth Management, Westway Business Centre, Marksbury, Bath BA2 9HN, United Kingdom.
Phone: 7789690336.
Website: alphahousewm.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Alpha House Wealth Management

Alpha House Wealth Management Unit 14, Alpha House Wealth Management, Westway Business Centre, Marksbury, Bath BA2 9HN, United Kingdom

⏰ Open Hours of Alpha House Wealth Management

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Alpha House Wealth Management

Alpha House Wealth Management es una empresa de gestión financiera con sede en Bath, Reino Unido. La empresa ofrece servicios de planificación financiera personalizada a individuos y familias.

La empresa está ubicada en Unit 14, Alpha House Wealth Management, Westway Business Centre, Marksbury, Bath BA2 9HN, United Kingdom y puede ser contactada por teléfono en 7789690336 o a través de su sitio web en alphahousewm.co.uk.

Especialidades

Alpha House Wealth Management ofrece los siguientes servicios:

  • Financial planner
  • Planificación financiera personalizada
  • Asesoramiento sobre inversiones
  • Planificación para la jubilación

Otras características

La empresa ofrece los siguientes servicios adicionales:

  • Apuntamientos en línea
  • Servicios en sitio
  • Parking para personas con discapacidad
  • Acceso para personas con discapacidad
  • Asientos para personas con discapacidad
  • Toiletas para personas con discapacidad

Opiniones

Alpha House Wealth Management tiene 14 reseñas en Google My Business con una calificación media de 5/5.

Los clientes han destacado la excelencia del asesoramiento financiero personalizado y la comunicación eficiente con la empresa.

👍 Reviews of Alpha House Wealth Management

Alpha House Wealth Management - Bath
Phillip W.
5/5

We were introduced to Mike when our existing Financial Adviser retired. We had been with our previous adviser for many years so Mike had a difficult task to meet the standards we had come to expect. Our situation had changed in that we were both in retirement. He quickly grasped the changes and made sound recommendations in a turbulent economic environment. We had good contact and communication with a swift response to our queries. We have no hesitation in recommending Mike as an excellent Financial Adviser and look forward to maintaining our relationship with him.

Alpha House Wealth Management - Bath
Jan J.
5/5

Mike Horsfall of Alpha House has advised us for many years and has provided nothing but excellent advice and a thorough & first class service. I wouldn’t hesitate to recommend Alpha House to anyone in need of sound investment and pension advice.

Alpha House Wealth Management - Bath
Steve H.
5/5

Michael Horsfall has looked after my financial affairs for very many years. His advice regarding my investments prior and subsequent to my retirement has been exceptional. I have found him to be very knowledgeable, proactive, approachable and patient when explaining his advice. I would thoroughly recommend his services.

Alpha House Wealth Management - Bath
Patricia L.
5/5

I am very happy with this company. My advisor is friendly, approachable, honest and reliable. He takes account of what I have to say and advises accordingly. He is never pushy and stays within my comfort zone. Happy to recommend.

Alpha House Wealth Management - Bath
Derek B.
5/5

Michael at Alpha House Wealth Management has, and still is of great benefit to me, on reflection, previous to meeting him, my "financial advisor" was worse than useless,
Michael has helped me with some issues and answered questions quickly, efficiently and in language that I fully understand.
When contacted his response is excellent.

Alpha House Wealth Management - Bath
Lindsey C.
5/5

Mike is very personable, trustworthy and efficient in what he does. He has been a financial advisor for me for many years now through varied circumstances and has always provided an excellent service.

Alpha House Wealth Management - Bath
Rebecca T.
5/5

Mike has been my financial adviser for several years now and quite frankly he deserves a medal. He is the most patient, knowledgeable and yet thoroughly pragmatic man when it comes to dealing with finances - especially mine!

He's steered my (what seemed to be tiny when they started) funds through the choppy waters of selling and buying a house, changing jobs, swapping funds to ethical, incorporating pensions - you name it, he's seen it all. And my funds have grown...I always have lots of questions for him, lots of things to observe and he always listens, goes away to research and comes back with the most sensible solution. He knows his stuff and is always looking to pass on that knowledge in the best way. I trust his judgement.

He is also a thoroughly nice man and I've very much valued his support and listening ear over the years.

Ruddy ace in my mind. Highly recommended!

Alpha House Wealth Management - Bath
Adrian T.
5/5

Alpha and Mike have provided me with quality advice and assistance to date... highly recommended.

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