Old Mill Financial Planning

Old Mill Financial Planning
Business Category
Short Business Description
Financial planning and financial services
Business Website Address
Business Phone Number
07825 620053
Business Address
Old Mill, Bishopbrook House, Catherdral Avenue, Wells, Somerset, BA5 1FD

Would you like to feel confident about your future? As an Independent Chartered Financial Planner I can help.

About us

We’re a unique group of industry leading financial experts working at the cutting edge of digital accounting, financial planning and tax advisory in a wide range of personal and business areas. We believe in supporting the ambition, drive and variety of the South West economy through a combination of expert advice and excellent client support.

Our collaborative approach and brilliant processes will help to make those dreams a reality, starting now.

Our services

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.

About me

I am an award winning Chartered Financial Planner with over 10 years’ experience at Old Mill. I enjoy helping to support my clients achieve their goals, and I work with individuals at all stages in their lives.