Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 13th September 2021
Meet our advisers
MR Simon Clark
Qualifications & Accreditations
FPFS - Fellow, Personal Finance Society (PFS)
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.
What our clients say
Our family is in the situation where our mother is no longer able to look after herself. After trawling the internet for advice, whilst there is a wealth of information out there, some helpful, some confusing but nothing concise…. we as a family could not make a valid decision to formulate future care.
Fortunately, I came across the SOLLA website and made contact with Chris Tweedie. Chris provided me with a comprehensive information document covering all aspects of care for the elderly, this combined with a Zoom meeting encapsulated all aspects of care for the elderly and options to move forward. His subject matter knowledge and frank advice has been invaluable.
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.
Where to find us
Head office address: Old Mill, Unit 2, Greenways Business Park, Bellinger Close, Challeymead Business Park, Bradford Road, Chippenham, SN15 1BN
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Online (Live chat, video, email)
Face to face