'...for having come and delivering such a concise and professional overview of our investments. It was very impressive and has given us a lot of confidence for the future. We look forward to working with you over the next months.'
August 2018 - Jane
'...pleasant to deal with, efficient and knowledgeable.'
February 2017 - Anonymous
We are very happy with the way that the relationship has progressed thus far……This is the first time that we have felt comfortable with our investments, taking a balanced approach without too much risk
28/11/2016 - Mr & Mrs B, Lancashire
My experience of Millcroft Wealth Management has been wholly positive. In these uncertain financial times, I count myself lucky to have the guidance of advisers in whom I have absolute trust. Adele and Paul are professional and knowledgeable, with a down-to-earth attitude which makes them approachable and empathetic. I would recommend their services without hesitation.
October 2016 – Elizabeth P
From the outset, Paul and Adele have provided us with financial advice in a professional manner that's always been clear, concise and easy for us to comprehend. They have managed sustainable growth through a period of economic uncertainty and always kept us informed of the financial performance of our investment.
David and Anne, Cumbria
Paul and Adele have been our financial advisers for a number of years. They have an incredible breadth of knowledge of the entire range of financial schemes on the market and have provided us with invaluable guidance. They are both intelligent, diligent, straight talking and trustworthy. They are a pleasure to deal with and are passionate about what they do.
My wife and I appointed Millcroft Wealth Management as our Independent Financial Adviser as soon as the practice was established in May 2012. Having benefitted from our working relationship with Paul Mills and Adele Ravenscroft for many years prior to that, we were pleased to have the assurance of that continued service through their working together in the years ahead.
In particular it has been important for us to be kept up to date with the legal framework governing pensions, especially SIPPs, a very important service provided by Millcroft.
As we have become more experienced investors, Millcroft has recognised our wish to make our own decisions from time to time, while providing a very important sounding board and adviser in relation to our financial strategy as it has evolved, particularly in meeting income and other financial targets in the challenging times in the post 2007/8 recession.
David Compston CBE & Helga Compston
Paul and Adele have been our advisors for about a decade and we have followed them through to the establishment of MWM. They have been scrupulous in their attention to detail, keen to understand our needs and expectations, and swift to implement our decisions.
Just as importantly, their investment advice has been first rate. We have no hesitation in recommending MWM.
David Franey & Alison Barnard - 07/09/14
Having dealt with Paul and Adele for 8 years we have no hesitation in recommending Millcroft Wealth Management. They are consummate professionals and able to explain complex financial investments in laymen's terms, giving truly independent financial advice.
Mark and Debbie - 16/06/14
Thank you once again for everything you have done and are doing for us. We really do appreciate it. You have been wonderful!
Chris and Margaret Casey
We have been clients of Millcroft since late 2013 and have been extremely happy with the service they have provided to us in relation to our pension planning and investment of our capital. They are extremely thorough and understand our requirements and priorities. We would definitely describe their services as personal, professional and responsive.
Janet and Philip Adam
We have been clients of Paul Mills and Adele Ravenscroft for a number of years now so when they decided to set up their own company we were more than happy to move with them to Millcroft Wealth Management. MWM offer a friendly yet very professional service giving sound and more importantly impartial advice. Our requirements are met by holding regular update meetings with full financial reviews, which are clear, concise and reader friendly. Paul and Adele have vast experience and work very hard to ensure our requirements are met, their flexible "nothing is too much trouble" approach more than exceeds our expectations. We would have no hesitation to recommend MWM to anybody who requires expert wealth management advice.
Nigel and Sharon Mather
We have known Paul and Adele for over 5 years now, and in today's world of misguided banks, who seem to have lost their way in this world, and dishonest investors who have little interest but in lining their own pockets at their customer's expense, it is reassuring to receive such a high level of customer care, in which you can genuinely trust. Thank you, Paul and Adele for your truly valued service.
Stephen and Susan Whitaker - 10/07/14
I have been a client of MWM since its inception. Adele Ravenscroft and Paul Mills are very professional in their approach to giving advice to their clients. They explain everything openly and clearly. I have found that the whole team there are exemplary and have excellent communication skills.
Elizabeth Ellithorne Yates
Millcroft Wealth Management have brought a clarity in handling my financial affairs, separating pension and investments to provide a flexible future for me in my retirement. They balance their meticulous attention to detail against the production of unnecessary paperwork and have an ability and commitment to explain things in a clear and straight forward way. It's as I said, dead good!
The professional service delivered by Millcroft Wealth Management is of great comfort and re-assurance when dealing with financial matters. Integrity is the cornerstone of any relationship and MWM delivers this with sound financial advice. The honesty and guidance is refreshing and I would recommend them to organisations and individuals who value independent advice.
Graham, North Wales
As my Pension Advisers, MWM have taken me seamlessly through the many recent changes to Pension legislation. The quality and detail of their work gives me the confidence to know that they are not only providing sound advice but that my Pension is in safe hands. I highly recommend MWM as they really listen to your needs and always do what they say they are going to do.
J T Smith
8 Oxford Court, Manchester, M2 3WQ
© MWM 2016
Millcroft Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales under No. 7887233.
Registered office 8 Winmarleigh Street, Warrington, Cheshire, WA1 1JW.