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Wealth Management

Helping you to achieve your lifestyle aspirations

Overview

Personal Financial Planning from our Independent Financial Advisers

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 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 Chris Tweedie Chartered Financial Planner View my biog
Our People Liz Thorner Chartered Financial Planner View my biog
Our People Nicola Allen Tax Manager View my biog
Our People Paula Hodge Head of Wealth Management, Chartered Financial Planner View my biog
Our People Hannah Squire Financial Planner View my biog
Our People Carolyn Matravers Chartered Financial Planner View my biog
Our People Steve Woodham Senior Pensions Manager View my biog
Our People Jonathan Orchard Associate Director & Chartered Financial Planner View my biog
Our People Natalie Galvin Trust Manager View my biog
Our People Suzanne Williams Chartered Financial Planner View my biog
Our People Ange Crowley Business Development Manager - Wealth Management View my biog
Our People Sally Harrison Associate Director, Chartered Financial Planner View my biog
Our People Raj Seewooruttun Tax Manager View my biog
Our People Andrew Page Chartered Financial Planner View my biog
Our People Gavin Jones Chartered Financial Planner View my biog
Our People Matt Clark Operations Manager View my biog
Our People Charlotte Corr Financial Planner View my biog
Our People Daniel Middle Director, Financial Planner View my biog
Our People Samantha Gratton Chartered Financial Planner View my biog
Our People Duncan Parkes Compliance Director, Chartered Financial Planner View my biog
Our People Cheryl Summers Pensions Manager View my biog
Our People Simon Clark Director, Chartered Financial Planner View my biog
Our People Dan Wilton Tax Senior View my biog
Our People Neil Rushton Chartered Financial Planner View my biog

Wealth Management

Working collaboratively to create financial freedom for Adrian and Diana Gamble

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