O'Loughlin Wealth Management - Crickhowell

O’Loughlin Wealth Management: A Comprehensive Overview

For individuals and families seeking expert financial consulting services, O’Loughlin Wealth Management presents a commendable option. Located in the picturesque town of Crickhowell, Wales, the firm offers personalized wealth management strategies designed to meet diverse financial goals. This detailed overview aims to provide potential clients with a thorough understanding of O’Loughlin Wealth Management, including its location, contact information, specialties, accessibility features, and current feedback.

Location and Contact Information

O’Loughlin Wealth Management is strategically situated at Glanusk Park, Crickhowell NP8 1LP, United Kingdom. This address places them within a charming and accessible environment, reflecting a commitment to serving their community. Prospective clients can easily contact the firm through their dedicated telephone line: 1873810631. Their website, oloughlinwealthmanagement.co.uk, serves as a central hub for information, including detailed service offerings and contact details. It’s a valuable resource for anyone considering their services.

Specialties and Services

At its core, O’Loughlin Wealth Management operates as a financial consultant, specializing in providing tailored advice and guidance to clients regarding their financial well-being. While specific service details may vary, the firm commonly assists clients with:

• Investment Portfolio Management: Designing and managing investment portfolios aligned with individual risk tolerance and financial objectives.
• Retirement Planning: Developing comprehensive retirement strategies to ensure financial security in later life.
• Estate Planning: Assisting clients with the efficient and effective transfer of assets to future generations.
• Financial Planning: Creating holistic financial plans encompassing budgeting, savings, and debt management.
• Tax Planning: Offering strategies to minimize tax liabilities and maximize after-tax returns.

The firm’s approach emphasizes building long-term relationships based on trust and transparency. They prioritize understanding each client’s unique circumstances and aspirations before formulating a suitable financial plan.

Accessibility Features

O’Loughlin Wealth Management demonstrates a strong commitment to inclusivity and accessibility. The premises are equipped with the following features:

• Wheelchair-Accessible Car Park: Ensuring convenient access for individuals using mobility aids.
• Wheelchair-Accessible Entrance: Providing a smooth and easy entry into the building.
• Wheelchair-Accessible Toilet: Catering to the needs of clients requiring accessible restroom facilities.
• Toilet Facilities: Offering standard toilet facilities for all visitors.

Furthermore, the firm recommends appointments to ensure adequate time for personalized consultation and planning. This proactive approach streamlines the client experience and allows for a more focused discussion of their financial needs.

Client Feedback and Reputation

Currently, O’Loughlin Wealth Management has 0 reviews on Google My Business, resulting in an average opinion of 0/5. This lack of publicly available feedback presents a challenge in gauging the firm’s reputation. However, it’s important to note that a new business or one with limited online presence may naturally have fewer reviews. It’s recommended that potential clients seek additional information through independent sources or by directly contacting the firm to discuss their services and experience.

Key Considerations for Potential Clients

When considering O’Loughlin Wealth Management, prospective clients should bear the following in mind:

• Limited Online Presence: The absence of recent reviews necessitates a more proactive approach to gathering information.
• Personalized Service: The firm’s focus on individual financial planning suggests a dedication to tailored solutions.
• Strategic Location: The location in Crickhowell offers a pleasant and accessible setting for consultations.
• Accessibility Commitment: The firm’s commitment to accessibility ensures a comfortable experience for all clients.

Conclusion

O’Loughlin Wealth Management presents itself as a dedicated financial consultant firm committed to providing personalized wealth management services. Despite the lack of current online reviews, the firm’s accessibility features, strategic location, and focus on client relationships offer compelling reasons to explore their offerings further. We encourage potential clients to contact the firm directly and schedule an appointment to discuss their specific financial needs and explore how O’Loughlin Wealth Management can assist them in achieving their financial goals. Their commitment to creating a supportive and accessible environment underscores their dedication to client satisfaction.

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"summary": "O’Loughlin Wealth Management is a financial consultant based in Crickhowell, Wales, offering personalized wealth management services with accessibility features, though it currently lacks online reviews.",
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