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, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Alpha House Wealth Management

☎️7789690336

⏰ 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: A Comprehensive Overview

Location: Situated in the Westway Business Centre, Marksbury, Bath BA2 9HN, United Kingdom, Alpha House Wealth Management is a leading financial services provider that has been serving clients with distinction for years.

Contact Information: For those interested in learning more about their services or scheduling an appointment, Alpha House Wealth Management can be reached by phone at 7789690336 or by visiting their website at alphahousewm.co.uk.

SPECIALTIES

Specializing in financial planning, this company offers a comprehensive range of services designed to help clients achieve their financial goals.

Accessible Services

Online appointments
Onsite services
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible seating
Restroom

CLIENT TESTIMONIALS AND REVIEWS

With an impressive average rating of 5 out of 5 stars and a total of 14 reviews on Google My Business, it's clear that Alpha House Wealth Management has consistently delivered exceptional service to its clients. Many clients have praised the company for its friendly, approachable, and knowledgeable advisors who take the time to understand their clients' needs and provide tailored advice without being pushy.

Example Testimonial: "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."

Another client shared their experience, stating, "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."

RECOMMENDATION

For individuals seeking a reliable and professional financial planning service, Alpha House Wealth Management is an excellent choice. Their commitment to personalized service, expertise, and client satisfaction make them stand out in the industry. We highly recommend visiting their website to explore their services and expertise further, and to schedule an appointment to discuss your financial goals with their knowledgeable advisors.

👍 Reviews of Alpha House Wealth Management

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.

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.

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.

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.

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.

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.

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!

Steve G.

5/5

The service I receive from Alpha house financial services through Michael are excellent he is very helpful and only recommends the best options to me and explains everything to myself and my wife thoroughly.