Many people accrue substantial cash savings, investments and assets during their working life; others may have inherited significant financial resources.
Whether through personal savings, business, inheritance or a combination of all, for those in a fortunate financial position, successful management of your wealth helps to ensure that your lifestyle is financially secure for your lifetime, whilst maximising the amount of wealth you can pass on to the next generation. Essentially it’s about helping you plan, build, spend and protect your wealth.
Old Mill is one of the leading financial planning firms in the South West and believe that a well-managed, individually tailored financial plan sits at the heart of helping you to effectively manage your wealth and achieve your financial objectives.
As a wealth management client your dedicated financial planner will work with you on an ongoing basis to provide bespoke advice and guidance as part of our detailed financial planning process.
Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
Paula Hodge. Head of Wealth Management, Chartered Financial Planner
Nicola is a talented tax specialist who manages the team that deal with the preparation of personal tax returns.
Working with individuals she brings clarity to Income Tax, Capital Gains Tax and Inheritance Tax issues her clients face and by dealing with HM Revenue and Customs on their behalf, her clients can relax knowing that any tax issues are being dealt with effectively. She is living proof that tax doesn’t have to be taxing.View our people
Paula has been working with individuals as a Chartered Financial Planner since 2007.
Alongside her leadership responsibilities, Paula continues to make a difference in the lives of her clients by using her extensive experience and a holistic approach in order to help those she works with achieve their lifestyle ambitions.View our people
Steve runs our specialists Pensions Team and is a member of the Association of Member Directed Pension Schemes (AMPS).
He uses his extensive experience in member directed self-invested pension funds to assist Member Trustees to ensure that they meet their responsibilities and duties. This includes all reporting requirements, providing technical support to Trustees and other professionals, ensuring their pension complies with legislation.View our people
One of the first people to qualify as a Chartered Financial Planner, Simon has many years’ experience of providing quality service to clients.
Simon splits his time between his client work and his board leadership role. He specialises in looking after high net worth individuals and working with them to design bespoke financial plans so they achieve financial freedom.View our people
Old Mill's personal approach and the willingness to explain details in lay terms has been invaluable.