Millwood Group

Millwood Group provides administration support and client servicing for wealth management practices. Their team works with existing teams to improve operational efficiency and client relationships.
  • Client Servicing
  • Social Media Support
  • Paraplanning Services
  • Administration Support
  • 3rd Party Chasing Service

Size
Small
Phone
N/A
Email
N/A
Locations
Suite 7, Weld Parade Business Centre, Weld Rd, PR8 2DT
03330508926
8:00 - 18:00
Digital Popularity
Social Media
Competitors
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
True Potential Wealth Management
True Potential Wealth Management provides expert financial advice and wealth management services tailored to individual client needs.
Orion Financial Management Ltd
Orion Financial Management Ltd is a financial advisory firm that focuses on building and maintaining long-term trusted relationships with clients.
The Platt Partnership Ltd
The Platt Partnership Ltd offers a distinctive approach to clients and their financial affairs, providing personal attention and years of experience from a friendly team of financial advisers.
True Potential Wealth Management
True Potential Wealth Management is dedicated to revolutionising the way wealth management is delivered to UK customers, offering tailored financial advice and investment solutions.
Company Details
Millwood Group is operated by Millwood Administration Group Ltd and is a Active company incorporated on 14 October 2021 with the registered office located in Southport, Merseyside. Millwood Administration Group Ltd was registered 4 years ago.

Status
Active
Size
Micro
Directors
1
Age
4 years old
Employees
Unreported
Turnover
Unreported
Total Assets
£20.7K
Cash in Bank
Unreported
Total Liabilities
-£27.24K

Director • Italian • Lives in England • Born in Jan 1983
Miss Lidia Serra
PSC • Italian • Lives in England • Born in Jan 1983
Teams
All
6
Administration
4
Finance
4
Administrator • Joined Jul 2019
Financial Administrator • Joined Sep 2018
Financial Administrator • Joined Jun 2021
Accounts Assistant
Senior Personal Assistant • Joined Nov 2020
Paraplanner • Joined Sep 2020
Administrator • Joined Jul 2019
Financial Administrator • Joined Sep 2018
Financial Administrator • Joined Jun 2021
Senior Personal Assistant • Joined Nov 2020
Financial Administrator • Joined Sep 2018
Financial Administrator • Joined Jun 2021
Accounts Assistant
Paraplanner • Joined Sep 2020