Old Mill Accountants & Financial Planners - Wells - Wells

Old Mill Accountants & Financial Planners - Wells is a well-established firm located in the heart of Wells, Somerset. With its headquarters at Bishopbrook House, Cathedral Ave, Wells BA5 1FD, United Kingdom, the company is easily accessible by phone at 1749343366 or through their website at om.uk.

Specializing in financial consulting, accountancy, chartered accountancy, financial advisory, financial planning, tax consulting, and tax preparation, Old Mill Accountants & Financial Planners - Wells provides a comprehensive range of services under one roof. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals while minimizing their tax liabilities.

The company's facilities are wheelchair accessible, with a wheelchair-accessible entrance, parking lot, and restroom. An appointment is required to ensure that the team can provide the necessary attention and expertise to each client.

Old Mill Accountants & Financial Planners - Wells has received rave reviews from its clients, with a total of 16 reviews on Google My Business and an average rating of 4.9/5. This impressive score indicates that the company consistently delivers high-quality services that exceed its clients' expectations.

Some of the key features of Old Mill Accountants & Financial Planners - Wells include:

1. Expertise: The team at Old Mill Accountants & Financial Planners - Wells comprises experienced professionals with a deep understanding of financial and tax matters. They are committed to staying up-to-date with the latest developments in the industry, ensuring that their clients receive the best possible advice.
2. Personalized Service: Old Mill Accountants & Financial Planners - Wells takes a personalized approach to each client's financial needs. They take the time to understand each client's unique situation, goals, and challenges, and then develop customized solutions that meet their specific needs.
3. Comprehensive Services: The company offers a wide range of services, from financial consulting and accountancy to tax preparation and financial planning. This comprehensive approach ensures that clients receive the support they need in all aspects of their financial lives.
4. Accessibility: Old Mill Accountants & Financial Planners - Wells is committed to making its facilities accessible to everyone. The company's wheelchair-accessible entrance, parking lot, and restroom make it easy for clients with mobility challenges to access the services they need.
5. Excellent Reputation: With an average rating of 4.9/5 on Google My Business, Old Mill Accountants & Financial Planners - Wells has earned a reputation for excellence. Their clients consistently praise the company's expertise, professionalism, and personalized service.

Reviews of Old Mill Accountants & Financial Planners - Wells

Derek Meades

5/5

I have been with Julia at Old Mill for over 10 years…. and hope to be with her/them for many more! I don't use them because they offer the sky-high investment returns that some fly-by-nights offer; at my age, I am happier with a decent-sized and reputable outfit who recommend the more modest returns that go with a sensible, low-risk portfolio. On top of that professional, well-managed activity, I place great value on the personal service that comes with a genuinely close and long-standing relationship. This has given me carefully tailored guidance on a wide range of financial matters. In particular, I have saved £'000s with some very astute and expert advice on a broad range of tax and pension issues. It is this total package which sets Old Mill apart and, as they say, “big enough to matter, small enough to care”.

Howard Beattie

5/5

My wife and I have always received excellent service from Old Mill, in particular our financial planner Suzanne Williams and her ‘team’. Whether it be our annual review, addressing recommendations or ongoing advice, we have always been extremely satisfied with the efficiency and sensitive approach administered.

Nicky Creed

5/5

“The trust and rapport that has been built with Old Mill and my adviser gives me peace of mind regarding my investments and financial needs which are managed and regularly reviewed to my own personal requirements. This also provides me with reassurance in meeting my present and future objectives which allows me to enjoy life without having to worry about money.”

Richard Satchell

5/5

Once again we have had a very re-assuring meeting with Julia who supplies us with expert guidance in the world of retirement and planning for our future. Thanks for all of your advice Julia and the team at Old Mill.

Jenni Gowan

5/5

My advisor is Andrew Page whom I have known for many years and was delighted to be able to follow him to Old Mill - it is a move that leaves me with no regrets at all and their level of service has more than met my expectations.

Pamela Hoddinott

5/5

Old Mill offer professional services of the highest calibre. We have been their clients for financial advice for many years and can recommend their expertise on every aspect of our business

Kayleigh Pople

5/5

I’m forever impressed with the speedy action/responses I always get from Old Mill. They are always incredibly helpful, and pull out all the stops when we contact them with time sensitive requests. Special mention must go to Calum Jowett-edge and Simon Birkhead. Thank you

Alistair Bremner

5/5

“Andrew Page (my Financial Advisor) is consistently attentive, professional and relevant to the range of questions I raise aligned to the goals I have personally set ahead of retirement.”