Derek Mills Wealth Consultancy - Solihull

Address: Number 8, Derek Mills Wealth Consultancy, The Pavilions, Cranmore Dr, Shirley, Solihull B90 4SB, United Kingdom.
Phone: 1216631296.
Website: derekmillswealth.co.uk
Specialties: Financial consultant, Investment company, Pension office.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom.
Opinions: This company has 32 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Derek Mills Wealth Consultancy

☎️1216631296

⏰ Open Hours of Derek Mills Wealth Consultancy

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 8 AM–4 PM
Friday: 8 AM–4 PM
Saturday: Closed
Sunday: Closed

Derek Mills Wealth Consultancy: A Trusted Financial Advisor

Derek Mills Wealth Consultancy, located at Number 8, The Pavilions, Cranmore Dr, Shirley, Solihull B90 4SB, United Kingdom, is a renowned financial consultancy firm that specializes in financial consulting, investment management, and pension planning. With a phone number 1216631296 and website derekmillswealth.co.uk, this company has established itself as a trusted and reliable partner for individuals seeking expert financial advice.

One of the key features of Derek Mills Wealth Consultancy is their team of experienced and knowledgeable financial advisors who provide personalized and tailored services to their clients. They offer expertise, trust, security, accessibility, and overall professionalism, ensuring that their clients receive the best possible advice and guidance for their financial needs.

The company's specialties include financial consulting, investment management, and pension planning. They provide carefully crafted options and plans based on their clients' priorities, expectations, and objectives in retirement, subject to regular review and adjustment. The team at Derek Mills Wealth Consultancy works closely with their clients to understand their financial goals and develop a customized plan to help them achieve those objectives.

In addition to their exceptional financial consulting services, Derek Mills Wealth Consultancy is also committed to providing an accessible and inclusive environment for all their clients. They offer wheelchair accessible entrance, parking, and seating, as well as restrooms, ensuring that everyone can access their services comfortably.

Derek Mills Wealth Consultancy has received numerous positive reviews from satisfied clients, with an average opinion of 4.9/5 on Google My Business. Many clients have praised the company for their expertise, professionalism, and personalized service, with one client stating, "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."

👍 Reviews of Derek Mills Wealth Consultancy

Derek Mills Wealth Consultancy - Solihull

Stephen Marshall

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.

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.

Guy Hale

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.

Andrea Davies

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.

Rob Hardy

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.

Ali Telford

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.

Rachel LONG

5/5

Derek, an exceptionally genuine, reliable and ethical man, has been our financial consultant for the better part of two decades now. His help in setting up and maintaining an effective, flexible portfolio which has stood the test of time and continues to perform well in looking after our family has made him indispensable to us. He has not hesitated in helping to guide us through some major life events in the context of friendship. He has always been able to field any questions and fears we have had surrounding even complex financial matters, in such a way as to always make us feel confident happy and positive about the state of our financial life after speaking to him. Genuinely highly recommended & neither I nor my partner would want to be without him.

Joanne Sainsbury

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.