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Wealth Management

Helping you to achieve your lifestyle aspirations

Personal Financial Planning from our Independent Financial Advisers

Overview

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



Our People Will Thompson Associate Director, Chartered Financial Planner

Will is a Chartered Financial Planner and is qualified as a Trust & Estate Practitioner (TEP). Having studied Law at Kings College, London Will’s passion for working closely on the legal aspects of Wealth Management means he has become a natural leader of the work we do with Trustees across the business, using his background to make what may seem a complex topic relevant and accessible to clients.

Will sits on the Old Mill Trust Corporation Board and alongside his OMTC Board commitments works with individuals and families providing professional advice to help people achieve their lifestyle ambitions.

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Our People Nicola Allen Tax Manager

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.

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Our People Simon Cole Board Member, Chartered Financial Planner

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.

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Our People Steve Woodham Senior Pensions Manager

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.

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"I appreciate Old Mill's honest, considered and tailored advice."

R. Garvey
 
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