Old Mill

Independent Financial Adviser  3 Homeground, Emersons green, Gloucestershire, BS16 7HG
First meeting at adviser's own cost
Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
Simon Clark
Director

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Certified Financial Planner Chartered Financial Planner
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.

Where to find us
Head office address: 3 Homeground, Emersons Green, Gloucestershire, Bristol, BS16 7HG
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 10th August 2020

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