Old Mill Accountants & Financial Planners - Wells - Wells

Address: Bishopbrook House, Cathedral Ave, Wells BA5 1FD, United Kingdom.
Phone: 1749343366.
Website: om.uk
Specialties: Financial consultant, Accountant, Accounting firm, Chartered accountant, Financial advisor, Financial planner, Tax consultant, Tax department, Tax preparation.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Old Mill Accountants & Financial Planners - Wells

☎️1749343366

⏰ Open Hours of Old Mill Accountants & Financial Planners - Wells

Monday: 8:30 AM–5:30 PM
Tuesday: 8:30 AM–5:30 PM
Wednesday: 8:30 AM–5:30 PM
Thursday: 8:30 AM–5:30 PM
Friday: 8:30 AM–5 PM
Saturday: Closed
Sunday: Closed

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👍 Reviews of Old Mill Accountants & Financial Planners - Wells

Old Mill Accountants & Financial Planners - Wells - Wells

Derek M.

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 B.

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.

Richard S.

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.

Pamela H.

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

Jenni G.

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.

Kayleigh P.

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

wendy X.

5/5

Julia Banwell as always, is informative and detailed in her understanding of our finances. Her reviews and advice are warmly welcomed.

Alistair B.

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.”