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 peopleNicola 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 peopleOne 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 peopleChris is an accredited member of the Society of Later Life Advisers (SOLLA) and specialises in giving later life advice to those tackling the challenges of getting older, whether personally or on behalf of a family member. Chris has been involved in care fees planning since 1998 and shares the knowledge and experience he has gained to provide bespoke later life advice and solutions dependent on the situation of the person needing advice.
Chris is also a Chartered Financial Planner, and a fellow of the professional body the Personal Finance Society, which means he can guide you through all aspects of financial planning for later life including; pre and post retirement planning, care planning, care fees funding advice, investments for those in retirement, estate and inheritance tax planning and equity release advice.
"Old Mill is a complete bolt on to our lives. Paula, Mark and their teams provide a myriad of helping hands whatever our financial need. We have great peace of mind and solace knowing that they are fully aware of all our financial commitments and provide sound advice."
