Derek Mills Wealth Consultancy - Solihull

Derek Mills Wealth Consultancy

Derek Mills Wealth Consultancy es una consultoría financiera con sede en Shirley, Solihull, B90 4SB, Reino Unido, especializada en consultoría financiera, planificación financiera e servicio de inversión. La empresa se encuentra ubicada en Number 8, The Pavilions, Cranmore Dr y tiene un teléfono al 1216631296.

Sobre la empresa

Derek Mills Wealth Consultancy es una empresa dedicada a proporcionar asesoramiento financiero personalizado y objetivos a sus clientes. La empresa cuenta con una amplia gama de servicios, incluyendo consultoría financiera, planificación financiera y servicio de inversión.

La empresa tiene una ubicación accesible para personas con discapacidad, con un parking para coches con discapacidad y una entrada y asiento para personas con discapacidad.

Especialidades

• Financial consultant
• Financial planner
• Investment service
• Pension office

Derek Mills Wealth Consultancy es una empresa confiable y responsable, con una media de opinión de 4.9/5 en Google My Business.

Opiniones

Los clientes de Derek Mills Wealth Consultancy han expresado su satisfacción con los servicios de la empresa, destacando la amabilidad y profesionalismo del personal.

Una de las opiniones positivas menciona que Derek ayudó a una persona en un momento difícil de su vida a entender y resolver problemas con documentos financieros complejos.

Otra opinión destaca la thoroughidad y transparencia con la que Derek explica las opciones de inversión y asegurarse de que sus clientes entiendan completamente las decisiones.

Información de contacto

Para obtener más información sobre Derek Mills Wealth Consultancy, visite su sitio web en derekmillswealth.co.uk o llámalo al teléfono 1216631296.

👍 Reviews of Derek Mills Wealth Consultancy

frances

5/5

Derek helped me at a very difficult time of my life make sense of some paperwork I was struggling with. He went above and beyond. I felt he did this out of kindness rather than for personal or investment / financial gain. He had absolutely no need to help me the way he did. He phoned to check how I was and was genuinely supportive. When I asked about investments he was thorough in his explanations making sure I understood choices completely before making decisions. I feel in safe and trustworthy hands and I cannot recommend Derek highly enough.

Stephen M.

5/5

Derek and his very capable and friendly team offer all I am looking for in a wealth/financial advisor, namely expertise, trust, security, accessibility and overall professionalism.
Derek has provided carefully crafted options and plans as a result of consultations as to my priorities, expectations and objectives in retirement, subject to regular review and adjustment.
I have been delighted by the service I continue to receive and the returns achieved from St James Place fund managers.

Guy H.

5/5

We have been with Derek for several years. He has always given clear and concise explanations of all proposals and has grown our portfolio year on year. He and his team are always professional and helpful, the tea's not bad either. I would be happy to recommend Derek to all my friends.

Ali T.

5/5

We have had financial advisors previously, but recognised we needed a more thorough, thoughtful & personalised service. We met with Derek on several occasions before we committed to each other, it was important that we could work closely together & understand the nuance of our needs. Derek’s knowledge is impressive, range of products is broad without being overwhelming & ability to explain complex implications with a gentle hand is reassuring.
We are considered ‘young’ investors & have no children, making our needs different from other clients I imagine. Derek never falters in considering our differences & his humility and warmth make him approachable & accessible. We are so pleased we opted to work with Derek to develop our portfolio & recommend him very highly to anyone looking for someone to trust to guide you through these difficult times.

Joanne S.

5/5

Derek has been our financial consultant for many years and we have always found him to be very ethical, open, honest and he puts our needs first. He has advised us very wisely and we would not want to be without him moving forward into retirement. We highly recommend him, his practice and in fact all the team, who are great.

Jill B.

5/5

Derek has managed my portfolio actively for a number of years. He understands my needs and wishes and those of the wider family. He is always ready to have a conversation when I want one. He is highly recommended.

Rob H.

5/5

Having finally hit the dizzy heights that make a wealth manager a good idea...comes the question....who do I choose, who do I trust with my money? I met Derek. Instantly liked him and instantly trusted his judgement. We've worked together ever since (about 3 years now). People work with people, or so they say...in Derek's case it is very very true. Would highly recommend, without a moments hesitation.

Andrea D.

5/5

I have had the pleasure of knowing Derek for the past 20+ years. He has provided me with excellent financial advice over the years with regular reviews and updates. I would have no hesitation in recommending the Derek Mills Wealth Consultancy team for all your financial needs.