Albion House Wealth Management Ltd

Albion House Wealth Management Ltd is a financial advisory firm based in Oldham, specialising in financial planning and wealth management services. They focus on building relationships with clients to help them achieve their financial goals.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
Albion House, 31 Queen St, OL1 1RD
01615430674
Digital Popularity
Social Media
Competitors
Joanne Fogo Wealth Management Limited
Joanne Fogo provides bespoke Financial Planning for individuals, families, and businesses in the Greater Manchester area and beyond.
Acumen Pensions & Investments Ltd
Acumen Pensions & Investments Ltd is an independent financial advisory firm that has been providing expert advice on pensions, investments, and financial planning since 1995.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
KEYSTONE
KEYSTONE provides expert mortgage and financial advice, helping clients navigate their financial futures with clarity and confidence.
Company Details
Albion House Wealth Management Ltd is operated by Albion House Wealth Management Ltd and is a Active company incorporated on 16 December 2019 with the registered office located in Oldham, Greater Manchester. Albion House Wealth Management Ltd was registered 5 years ago.

Status
Active
Size
Micro
Directors
3
Age
5 years old
Employees
8
Turnover
Unreported
Total Assets
£85.56K
Cash in Bank
Unreported
Total Liabilities
-£68.83K

Director • PSC • Practice Manager • British • Lives in England • Born in Feb 1980
Director • PSC • Solicitor • British • Lives in UK • Born in Oct 1965
Director • PSC • Financial Adviser • British • Lives in England • Born in Aug 1975
Teams
All
6
Finance
4
Customer Service
2
Digital Media
1
Client Manager • Joined Apr 2023
Digital Marketing Manager • Joined Nov 2022
Director And Financial Planner • Joined Dec 2019
Financial Advisor • Joined Nov 2021
Financial Adviser • Joined Feb 2022
Trainee Paraplanner • Joined Sep 2024
Director And Financial Planner • Joined Dec 2019
Financial Advisor • Joined Nov 2021
Financial Adviser • Joined Feb 2022
Trainee Paraplanner • Joined Sep 2024
Client Manager • Joined Apr 2023
Financial Adviser • Joined Feb 2022
Digital Marketing Manager • Joined Nov 2022