Old Mill recognised for excellence in Financial Planning

Old Mill continues to make waves in the financial planning industry, maintaining our position as one of the leading firms in the UK. Not only were we named a finalist at the prestigious Personal Finance Society Awards, but we have also earned places on the FT Adviser Top 100 Firms 2024 and New Model Adviser Top 100 Firms 2024, a significant achievement for any financial planning firm.

We recognise the individuality of our clients so there is no ‘one size fits all’; our process finds the correct balance to deliver;

Wish list. We determine our client’s objectives in their own words, providing them with achievable and desired outcomes. Supporting our clients with their own personal aspirations empowers them to drive innovation, leading to success.

Clarity of assets (resources). We identify the assets people have and where they are and figure out how to utilise them to their own advantage. Ensuring clients gain clarity on their resources is one of our most important focuses.

Future vision. We offer proactive advice on cashflow modelling, achievable objectives and identify any obstacles to overcome. We break through the common misconceptions of accountants and financial planners and drive with innovative and valuable advice for our clients, ensuring their future aspirations are met.

Improved success rate. We ensure resources and assets are placed in the relevant place to meet client objectives alongside their risk profile and government allowances, tax etc. Proactive advice goes hand in hand with improved success rate, encouraging growth and adding value to your personal and professional life.

Remain on track. We have an ongoing relationship with regular reviews of a client’s progress against an agreed plan, providing a desirable level of support to empower clients and deliver exceptional results, navigating them through life’s challenges.

This approach puts our clients at the heart of what we do and provides clients with the peace of mind that their Finances are being looked after.

Discover how we can support your growth and ensure you have a balanced lifestyle. Request a no obligation meeting today and find out for yourself why we are winning awards.