Partner, Chartered Financial Planner

Simon Cole is a Partner at Old Mill, based in Yeovil and Exeter, where he combines a leadership role within the business with advising a portfolio of wealth management clients. He provides support and guidance to the management team and works closely with clients to help them achieve their long-term financial objectives. Simon is a member of the Old Mill Board and serves as Chairman of Old Mill Trust Corporation, contributing to the strategic direction and governance of the firm.

With extensive experience in financial planning and wealth management, Simon specialises in inheritance tax planning, intergenerational wealth planning, retirement planning, investment management, and trust and tax planning. He works with individuals and families seeking a trusted adviser relationship, supporting those who are building wealth, planning for retirement, managing significant assets, or navigating complex succession and trust-related matters. As one of the founding partners of Old Mill, Simon has played a key role in the firm’s growth and development, helping to establish its reputation for delivering high-quality, client-focused advice.