At Old Mill we are dedicated to making sure we fully understand what it is you are trying to achieve. By targeting your objectives, we can advise you on the steps you need to take in order to turn your aspirations into reality. Not only are we passionate about helping build financial security for you, your business and your family, we also endeavour to do so in an honest, fair and professional way.  We will always:

Put you first: At Old Mill, we will always put you first. As a client you can be safe in the knowledge that your best interests will never be forsaken.

Keep our integrity: We will always be honest and open with you. If our opinions differ to yours we will not judge, but we will also never abandon our own beliefs. If you are a client of Old Mill’s, you can guarantee that we will always be true to our principles so that we can offer you the most professional service.

Remain objective: At Old Mill we are impartial. No matter what products or services we are dealing with, we will remain objective and make fair and responsible decisions with your best interests at heart.

Be completely fair: To ensure we are fair to our clients we will always disclose any conflicts of interest, or any feelings or prejudices we may have and then balance them responsibly and reasonably to ensure complete professionalism at all times

Maintain complete professionalism: At Old Mill, we always act in a professional way; not only towards you, our client, but also towards our colleagues and anyone else we deal with in our professional roles. We endeavour to be polite in our manner and always follow the appropriate rules and regulations.

Be more than competent: At Old Mill, we strive to ensure we can offer you everything you need and more. As a client, you can be sure that we have all the relevant knowledge and skills to be able to deliver a professional and comprehensive service.

Ensure complete confidentiality: At Old Mill, trust is paramount. We can ensure complete confidentiality for you, your business and your family. We know that if you become a client, you have placed us in a position of trust, and you can be sure that this trust will never be abused.

Practice due diligence: As a client of ours you can be safe in the knowledge that we are efficient and thorough and will always work to the best of our abilities in order to offer you the best possible service.

In return for the above we expect all of our clients to:

1. Treat our people with respect – We are here to support you.  Aggressive or discourteous behaviour will not be tolerated.
2. Act with honesty – Please provide accurate and complete information about your financial situation, goals, and any changes that may effect the advice we are engaged to provide.
3. Remain engaged – Our working relationshp works best where our clients remain engaged in the process, ask questions if they do not understand, and let us know if anything is unclear or if your circumstances change.
4. Respond in a timely manner – In order to do the job you have engaged us to do, we ask that you respond to requests for documentation or answers to queries in a timely manner to avoid delays.
5. Let us know what you think – In order for us to continually improve our service we need your feedback.  If you have any concerns, please raise them early so we can resolve them quickly and fairly.