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, successful management of your wealth helps to ensure that your lifestyle is financially secure for your lifetime while 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 we 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.
Our wealth management advisers are experts in helping you navigate the complexities of financial planning. They understand that managing substantial financial resources requires a nuanced approach tailored to your unique circumstances and goals.
We offer a comprehensive range of financial planning services to meet all your wealth management needs, including investments, retirement planning, tax-efficient strategies, or estate planning. Our team will help you build and manage a diversified investment portfolio, create a retirement plan that ensures you can maintain your desired lifestyle, provide strategies to minimise your tax liabilities, and assist in planning how to pass on your wealth efficiently.
At Old Mill, we believe in building long-term relationships with our clients. We take the time to understand your personal and financial goals and work with you to create a financial plan that evolves with your changing needs and circumstances.
Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them. Our team of wealth management advisers is committed to providing you with the highest level of service and expertise to ensure your financial success.
To chat to us about your plans, get in touch with us or book an appointment at one of our offices in Exeter, Wells, Chippenham and Yeovil.
Simon was part of the leadership team that set up Old Mill in 2006. One of the first people to qualify as a Chartered Financial Planner, he has many years’ experience of providing quality service to clients.
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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