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Old Mill Group - Accountants & Financial Advisers in Wells

Accountants, tax and financial planners in Wells

Wells Office

Bishopbrook House
Cathedral Avenue
Wells
Somerset
BA5 1FD

Telephone: +44 (0)1749 343366

Email: enquiries@om.uk

COVID-19 update:

The health and wellbeing of our people, clients and everyone else connected with Old Mill is our number one priority. Accordingly, given the ongoing pandemic, our offices are operating at limited capacity, though as far as possible it does remain business as usual, with all our people capable of working remotely as necessary. We currently have interim arrangements to allow for dropping off / collecting records, documents etc, Monday – Friday.

If you have something to drop off please contact your adviser in the first instance, or alternatively call 01749 343366 or email enquiries@om.uk for assistance. We will keep you updated as the position changes.

Wells is the smallest city in the UK is home to our team of financial and accounting experts looking after Wealth Management clients, Owner Managed Businesses, Food & Drink and Rural clients and their communities throughout Somerset.

Our Wells history

Having been based in Shepton Mallet since the 1930’s (when the practice was named Berkeley Hall), we moved to our modern, purpose built offices in 2013. Our 9,000 square foot of open plan space, smart meeting rooms and state of the art facilities means we are well equipped to cater for our ambitious ninety plus team of financial and accounting experts.

Our community

Surrounded by the Somerset Levels, the Mendip Hills, Cheddar Gorge, Wookey Hole Caves and Glastonbury, Wells is diverse with culture and personality. We actively support the community in which we live and work including Wells Food Festival, the Wells Fun Run, Wells Comedy Festival, Wells Cathedral School and the Wells Literary Festival to name but a few.

Our people

Our office head and Senior Pensions Manager,  Steve Woodham is supported by his senior team which includes; Jolyon Stonehouse and Chris Bowles who look after our Owner Managed Businesses and Food and Drink clients, Dan Middle, Julia Banwell and David Rice who look after our client’s wealth and Neil Cox and Catherine Vickery who look after rural clients throughout the region, fully supported by their teams.

Accounting and Finance Services in Wells

Tax Services in Wells

To chat to us about your plans or book an appointment, get in touch with us here.

Amy Chapman
Adviser

Amy Chapman
Andrew Page
Chartered Financial Planner

Andrew Page
Associate Director

Catherine Vickery
Director

Chris Bowles
Adviser

Dan Heal
Director, Financial Planner

Daniel Middle
Chartered Financial Planner

Gavin Jones
Izzy Bristol
Adviser

Izzy Bristol
Compliance Director

Jamie Rudge
Head of Owner Managed Businesses

Jolyon Stonehouse
Associate Director & Chartered Financial Planner

Jonathan Orchard
Director, Chartered Financial Planner

Julia Banwell
Consultant

Mark Shelton
Operations Manager

Matt Clark
Business Development & Marketing Director

Matt Phillips
Chartered Financial Planner

Neil Rushton
Tax Manager

Raj Seewooruttun
Associate Director

Rebecca Hobbs
Samantha Gratton
Chartered Financial Planner

Samantha Gratton
Director, Chartered Financial Planner

Simon Clark
Senior Pensions Manager

Steve Woodham
Chartered Financial Planner

Suzanne Williams
Senior Manager

Valerie Fell
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