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Financial Planning

Planning for the life you want

Financial Planning Overview

Successfully managing your finances is often the key to realising lifestyle ambitions and security in life. But that doesn’t mean managing your money is simple. We work with individuals and business owners to help you understand:

  • How much do you really need to live on?
  • When can you retire (if you haven’t already)?
  • Are your investments in line with your attitude to risk?
  • Will your existing pension plans enable you to enjoy the lifestyle you desire?
  • Are there gaps in protection you may need against unexpected financial challenges such as critical illness?
  • What plans do you have for passing on some of your wealth to the next generation?

At Old Mill our Financial Planners understand these issues and more, and can work through them with you to devise an overall financial plan that takes into account what you want to achieve in life, and how you can fund your desired lifestyle.

Much of our initial discussions will be about getting to know you, your current situation and your goals – financial and non-financial. Cash-flow modelling, tax planning and investment planning will all inform the financial plan we create with you. Reviewing your current investments, pensions and life insurance or assurance policies is also part of the process.

The end result will be a robust and tax efficient financial plan that will give you the best chance of achieving your ambitions. You could have greater financial freedom to pursue opportunities in life; more peace of mind that there is order around your financial affairs; expert advice on hand when you need it, and more time to do the things you most enjoy.

Working with a dedicated financial planner means that someone will always be available to deliver the personal service you need. As life evolves your financial plan will also evolve; for example trust planning or later life planning aspects may come in to play.

By adopting a holistic approach we aim to provide you with peace of mind, safe in the knowledge that your financial planner is working for and with you to realise your financial ambitions.

So let us do the planning, while you get on with living.

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


Financial planning for the rural sector is different to any other sector in that most cash is pushed back into the farming setup and, when cash is available, it is often difficult to know where to invest it and separate personal from business goals.

Old Mill have specialist rural financial planners who work personally with you to plan the best use of investment and wealth for the future you want.

I greatly value the prompt, personalised service.

M. Fulford
"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."

Sally has been advising me for some years and I cannot rate her too highly - always friendly and there if I need help. I don't know what I would do without Sally, particularly in the years I have been on my own.

D. Bardgett
Always a friendly and helpful response to any questions. The advice I have been given over many years has been valuable. The personnel involved have always been thorough in their communication skills and given advice in an easy to understand format whether written or face to face.

N. Udall
We have every confidence with Old Mill to the extent we feel we do not need to worry about our finances as they are in safe hands. Our questions are always answered willingly and clearly and advice given is very well tailored to our needs

N. Moass
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