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.
To chat to us about your plans, get in touch with us or book an appointment at one of our offices in Exeter, Wells, Melksham and Yeovil.
Paula Hodge. Head of Wealth Management, Chartered Financial Planner
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 peopleSteve 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
"The Old Mill staff are friendly efficient and discreet."
