Old Mill
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.
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
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.
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
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.
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.
Bishopbrook House, Cathedral Avenue, Wells, Somerset, BA5 1FD
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Face to face
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