Old Mill Accountants & Financial Planners - Wells Cathedral Avenue, Wells BA5 1FD
About the Business
Old Mill Accountants & Financial Planners - Wells is a well-respected and reputable institution committed to providing exceptional financial planning and accounting services. Situated in Bishopbrook House, Cathedral Ave, Wells, United Kingdom, Old Mill Accountants & Financial Planners has been the go-to destination for clients looking for reliable financial advice and guidance for over a decade.
As a comprehensive accounting and finance establishment, Old Mill Accountants & Financial Planners offers a full range of services to its clients, including tax planning and compliance, personal and business wealth management, pensions and estate planning, and much more. The team at Old Mill Accountants & Financial Planners is made up of experts in their respective fields and is dedicated to providing personalized and bespoke advice to each individual client.
Old Mill Accountants & Financial Planners is known for its exceptional customer service and client-centric approach, ensuring that every client receives the attention and support they need to achieve their financial goals. The institution prides itself on developing longstanding relationships with clients, providing ongoing support as their financial needs evolve over time.
Whether you are an individual looking for assistance with personal financial planning or a business in need of expert accounting advice, Old Mill Accountants & Financial Planners has the expertise and experience to help you achieve your goals. As a point of interest, the institution is widely regarded as one of the most trusted and reliable in the region, with a strong reputation for excellence in all areas of financial planning and accounting.
If you are looking for a knowledgeable, experienced, and trusted financial planning and accounting partner, look no further than Old Mill Accountants & Financial Planners - Wells. Visit the institution today and discover how they can help you achieve your financial goals.
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Location & Phone number
Bishopbrook House, Cathedral Ave, Wells BA5 1FD, United Kingdom
Hours open
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"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”."
"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"
"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"
"“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.”"
"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."
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