Derek Mills Wealth Consultancy - Solihull

Derek Mills Wealth Consultancy

Una empresa de consultoría financiera con sede en Solihull, Reino Unido, que ofrece servicios de consultoría financiera, planificación financiera e inversión.

Address: Number 8, Derek Mills Wealth Consultancy, The Pavilions, Cranmore Dr, Shirley, Solihull B90 4SB, United Kingdom.

Phone: 1216631296.

Website: derekmillswealth.co.uk.

Especialidades

Financial consultant, Financial planner, Investment service, Pension office.

Otros datos de interés

Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Toilet, Appointments recommended.

Opiniones

Esta empresa tiene 32 revisiónes en Google My Business.

La media de opinión es de 4.9/5.

Los clientes han destacado la atención personalizada y la orientación que ha brindado Derek Mills, quien ha demostrado ser un consultor financiero confiable y de confianza.

Una de las opiniones destacó que Derek ayudó a una persona en un momento difícil, asumiendo un papel de mentor y brindando orientación sin necesidad de recompensa personal.

Se ha mencionado que Derek tiene una forma clara y concisa de explicar las opciones de inversión, asegurándose de que los clientes entiendan completamente las decisiones antes de tomarlas.

En general, los clientes se sienten seguros y confiados en las manos de Derek Mills Wealth Consultancy.

👍 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.