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Business Assurance

Proactive risk management and business protection

Business Assurance Overview

Just like daily life, all business involves an element of risk. How you recognise, measure and manage that risk can be the difference between a business that succeeds, and one that fails to flourish.

Business assurance encompasses a range of steps and strategies that enable you to manage those risks proactively. With measures in place we can guarantee a level of certainty when dealing with the unforeseen; from insuring against the loss of key individuals, to protecting profits and recovering from devastating events. They can deliver financial liquidity and peace of mind, and be instrumental in securing effective succession planning.

How we can help

Our team of expert and experienced advisers can work closely with you to identify and measure your exposure to risk, establish the optimum level of cover you and your business need, and then explore the whole of the market to select the most suitable assurance policies.

The specialist business assurance areas we can advise you on include:

  • Key person insurance
  • Shareholder protection
  • Partnership assurance
  • Relevant life insurance
  • Personal life insurance for directors and business owners
  • Critical illness cover
  • Cross-option agreements
  • Double-option agreements.

To chat to us about your plans, get in touch with us or make an appointment with one of our business assurance experts at one of our offices in Exeter, Wells, Chippenham and Yeovil.




As a family business you tend to find yourself wearing a lot of hats, so it’s essential to have an adviser like Phil Mills who knows our industry and is a good sounding board. The move onto Xero was a massive transition for us as there’s a lot of paperwork generated because of the cheese sales and we needed to set up all the cost centres and systems. We can now pull the right information on a monthly basis to provide us with much better insights to be able to run the business.

Mike Davies. Dorset Blue Vinny.
“Old Mill’s Xero specialist, Jude Bennett was phenomenal in helping us through this and was always readily available and accessible… she’s been unbelievable.”

Emily Davies. Wood bridge Farm and Dorset Blue Vinny.
"What attracted us to Old Mill was their rural and food credentials; they are known in the agricultural space across the West Country and have genuine Food & Drink specialists who understand the entire supply chain, which means we can readily plug into that expertise."

Mike Davies. Dorset Blue Vinny.
“Old Mill have been very helpful with the future planning of our family business, ready for generations to come.”

Tim Barton. Wadswick Country Store
I greatly value the prompt, personalised service.

M. Fulford
Old Mill has charm, integrity, professionalism and great service.

J. T. Harrison
Old Mill's personal approach and the willingness to explain details in lay terms has been invaluable.

M. E. Mellor
"I enjoy Old Mill's helpfulness, honesty and integrity."

R. Sheard
"The Old Mill staff are friendly efficient and discreet."

G. Nicholls
"Old Mill give specialist advice, form long term relationships and are completely professional."

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

T. Greenhill
"All the team are so friendly and I have complete confidence that the team understand my requirements and have a watchful eye over my finances."

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

R. Garvey
"Old Mill has the personal touch. They take the pressure off by handling our investments for us. With everything under one roof our investments are easier to track."

"A straight forward and honest approach to managing our money."

D. Hodgson
"I have peace of mind that our investments are well looked after."

“Old Mill have been very helpful with the future planning of our family business, ready for generations to come.”

Tim Barton. Wadswick Country Store
"Old Mill is a complete bolt on to our lives. Paula and the whole Old Mill 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."

A. Gamble
"Thank you to Old Mill for their professional and quick response when I needed financial advice. I would be very happy to contact them again in the future should I require any further assistance. Based on my recent experience, I would recommend 'Old Mill' for advice on your financial matters. A professional and friendly service. Thank you!"

M. Sylvester
"Our family is in the situation where our mother is no longer able to look after herself. After trawling the internet for advice, whilst there is a wealth of information out there, some helpful, some confusing but nothing concise…. we as a family could not make a valid decision to formulate future care. Fortunately, I came across the SOLLA website and made contact with Chris Tweedie. Chris provided me with a comprehensive information document covering all aspects of care for the elderly, this combined with a Zoom meeting encapsulated all aspects of care for the elderly and options to move forward. His subject matter knowledge and frank advice has been invaluable."

S J Peerman
 
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