Albion House Wealth Management - Oldham

Albion House Wealth Management, located at Albion House, 31 Queen St, Oldham OL1 1RD, United Kingdom, is a financial planning firm dedicated to helping individuals and businesses achieve their financial goals. With a phone number of 1615430674 and a user-friendly website (albionhousewm.co.uk), the company offers various financial services.

As a financial planner, Albion House Wealth Management focuses on creating customized financial plans that suit each client's unique needs and goals. Their team of experienced professionals provides financial advice on various matters, including retirement planning, investment management, estate planning, tax planning, and risk management.

One of the key features of Albion House Wealth Management is the convenience they offer to their clients. They allow for online appointments, making it easy for clients to schedule meetings from the comfort of their homes or offices. Additionally, the company offers onsite services, ensuring clients receive personalized attention and face-to-face consultations when necessary.

Accessibility is also a priority for Albion House Wealth Management. Their building has a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, ensuring that all clients can access their services comfortably.

For those looking for financial advice, Albion House Wealth Management offers a restroom for clients to use during their visit. However, it's essential to note that an appointment is required to ensure the availability of their financial advisors.

Client reviews are an essential factor to consider when choosing a financial planning firm. According to Google My Business, Albion House Wealth Management has received six reviews with an average opinion of 5/5. This indicates a high level of satisfaction among their clients.

Reviews of Albion House Wealth Management

Josh Linney

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 Tillyer

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 Jackson

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 Higgins

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 Wright

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 Fletcher

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