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Oskar Wach

Client Account Manager

  • +44 (0)203 031 9187
  • oskar.wach@humboldtfinancial.co.uk
  • Swan House, 33 Queen St, London, EC4R 1AP (Appointment Only)

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Oskar Wach has 13 years of experience in financial services, with a background specialising in mortgages and protection. Over that time, he saw how decisions about a home and protecting a family often connect to wider financial goals. He moved into financial advice so he could help clients consider those goals together and plan for the years ahead.

Oskar’s aim is to build long-term relationships with his clients and support them as their circumstances change. He understands that people’s priorities can shift throughout their lives, and that planning for retirement means more than reaching a particular figure. It means thinking about the life someone wants to lead and making informed decisions along the way.

At Humboldt Financial, Oskar brings his experience in mortgages and protection to a broader approach to financial planning. He holds the LIBF Level 3 qualification in Mortgage and Protection Advice and the CII Level 4 Diploma in Regulated Financial Planning.

Outside work, Oskar enjoys training in Muay Thai and Jiu Jitsu, watching and playing football, and spending time with family and friends.

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Investments and Savings

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Pensions

Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one.

Retirement Income

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

FAQ

What’s your favourite part of your role?
Getting to know clients and understanding what matters to them. I enjoy being able to support them with a wider range of financial decisions as I develop as an adviser.
I’m training across all areas of financial planning, building on my existing experience in mortgages and protection.
Every client’s circumstances are different. One of the biggest challenges is working through the available options and explaining them clearly, so clients can make a decision that suits their needs.
It’s a supportive place to learn and grow. I’m surrounded by experienced colleagues who are generous with their knowledge, and I enjoy being part of a team that takes the time to understand each client.

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