Derek Mills Wealth Consultancy

Reviews

1. Stephen Marshall ★★★★★

   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.

   1 year ago
2. frances ★★★★★

   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.

   1 year ago
3. Guy Hale ★★★★★

   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.

   almost 2 years ago

1. Andrea Davies ★★★★★

   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.

   almost 2 years ago
2. Ali Telford ★★★★★

   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.

   almost 2 years ago
3. David Robb ★★★★★

   Excellent returns on our investments. Professional, courteous, friendly staff looking after me would and do highly recommend Derek and his team.

   almost 3 years ago

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