Millward Wealth Management Ltd 274 Dunchurch Road, Rugby CV22 6HX
About the Business
Millward Wealth Management Ltd is an established and reputable financial institution located in Rugby, United Kingdom. At the forefront of finance, the institution is a point of interest for individuals seeking personalized and innovative financial solutions. With a passion for wealth management, Millward Wealth Management Ltd offers services and products that cater to the diverse needs of clients.
The institution specializes in investment advisory, estate planning, retirement planning, and wealth protection, among other financial services. The team of skilled and experienced professionals provides personalized advice and recommendations to help clients achieve their financial goals. With a highly customized approach, Millward Wealth Management Ltd understands that each client is unique and requires individual attention to meet their financial objectives.
The institution's location at 274 Dunchurch Rd, Rugby CV22 6HX serves as a convenient and accessible point of interest for clients. The premises provide a welcoming and professional environment where clients can receive expert financial advice and support. Millward Wealth Management Ltd is committed to providing an exceptional client experience through regular communication, transparency, and integrity.
Overall, Millward Wealth Management Ltd is a leading financial institution that is focused on providing clients with the best advice, products, and services to enhance their financial portfolios. As a trusted establishment, the institution has built a strong reputation in the industry, making it an attractive destination for anyone seeking reliable and innovative financial solutions.
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Location & Phone number
274 Dunchurch Rd, Rugby CV22 6HX, United Kingdom
Hours open
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 18:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Having spent years being highly sceptical about financial advisors, in particular struggling to find someone that provides independent advice, my wife and I wish we had found Millward Wealth years ago. We have had excellent advice on pension consolidation and investments delivered in a friendly and easily understood manner with recommendations made but not pressed and suggestions amended to accommodate our own preferences."
"Met Lisa Millward for the first time and was very impressed with her knowledge and grasp of detail across the areas of financial management that she may be able to add value to in our situation. Particularly refreshing was her lack of pedantry or use of regulatory "shielding" to hide behind and her honesty in considering whether she could genuinely help. She is assessing what she can contribute, if anything, after our initial meeting."
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