Old Mill Accountants & Financial Planners - Wells - Wells

Old Mill Accountants & Financial Planners - Wells is a reputable accounting firm located at Bishopbrook House, Cathedral Ave, Wells BA5 1FD, United Kingdom. They can be contacted at 1749343366 or visited on their website om.uk.

This company specializes in various financial services, including financial consulting, accounting, chartered accountancy, financial advising, planning, tax consulting, and tax preparation. They are dedicated to providing comprehensive solutions to their clients' financial needs.

Some notable features of the facility include wheelchair accessible entrance, parking lot, and restroom, ensuring accessibility for all visitors. However, it is recommended to schedule an appointment before visiting the office.

With a strong presence on Google My Business, Old Mill Accountants & Financial Planners - Wells has garnered 16 reviews, earning an impressive average rating of 4.9/5. This demonstrates the company's commitment to delivering exceptional service and building long-lasting relationships with its clients.

👍 Reviews of Old Mill Accountants & Financial Planners - 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.

Nicky C.

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 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.

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.

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

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

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.”