Many people accrue substantial cash savings, investments and assets during their working life; others may have inherited significant financial resources.
Whether through personal savings, business, inheritance or a combination of all, for those in a fortunate financial position, successful management of your wealth helps to ensure that your lifestyle is financially secure for your lifetime, whilst maximising the amount of wealth you can pass on to the next generation. Essentially it’s about helping you plan, build, spend and protect your wealth.
Old Mill is one of the leading financial planning firms in the South West and believe that a well-managed, individually tailored financial plan sits at the heart of helping you to effectively manage your wealth and achieve your financial objectives.
As a wealth management client your dedicated financial planner will work with you on an ongoing basis to provide bespoke advice and guidance as part of our detailed financial planning process.
Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
To chat to us about your plans, get in touch with us or book an appointment at one of our offices in Exeter, Wells, Chippenham and Yeovil.
Paula Hodge. Partner, Wealth Management
Simon was part of the leadership team that set up Old Mill in 2006. One of the first people to qualify as a Chartered Financial Planner, he has many years’ experience of providing quality service to clients.
He specialises in looking after high net worth individuals and working with them to design bespoke financial plans so they achieve financial freedom.
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