Old Mill

Independent Financial Adviser Old Mill Group Ltd, Maltravers House, Petters Way, Somerset, Yeovil, BA20 1SH
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Sally Harrison
Chartered Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Carolyn Matravers
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Tony Hawes
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Old Mill Group Ltd, Maltravers House, Petters Way, Somerset, Yeovil, BA20 1SH

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000

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