Partner, Financial Planner

Daniel Middle is a Partner and Financial Planner at Old Mill, based in Wells. He works closely with private clients, helping them develop and implement financial plans that support their long-term goals and provide confidence in their financial future. Alongside his client responsibilities, Dan is a member of the Old Mill Financial Planning Board, contributing to the strategic development of the firm’s wealth management offering.

With 38 years of experience in financial services, Dan brings extensive knowledge and insight to financial planning. He specialises in helping clients make informed decisions about their finances, providing clear, practical advice tailored to their individual circumstances and objectives. His experience and client-focused approach enable him to build lasting relationships and support clients through every stage of their financial journey.