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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 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 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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Our People Carolyn Matravers Chartered Financial Planner

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Our People Chris Tweedie Chartered Financial Planner

Chris 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.

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"Old Mill provide a high level of personal service and competence."

T. Greenhill
Wealth Management

Working collaboratively to create financial freedom for Adrian and Diana Gamble

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