This page contains a Flash digital edition of a book.
MONEY MATTERS ADVERTISING FEATURE


Duncan Parkes (centre) receiving his award from host Clive Anderson and Russell Facer of threesixty


Old Mill’s Duncan Parkes is named Chartered Financial Planner Of The Year


Duncan Parkes has beaten off stiff competition to win the hotly contested title Chartered Financial Planner Of The Year.


“It’s a testament to the strength of Duncan’s work that he was judged the winner,” said Fay Goddard, CEO of the title’s awarding body. “He is an outstanding example of a true professional, providing a quality service to clients and the public.”


A secure financial future for you and your family


A FINANCIAL PLANNER SHOULD BE MORE INTERESTED IN YOU THAN YOUR MONEY, SAYS OLD MILL ACCOUNTANTS AND FINANCIAL PLANNERS


B


uilding future financial security for yourself and your family is one of the most complex responsibilities any of us have to face in life. We have to


ensure we make the best of the resources we have and avoid the pitfalls that the press makes us all too well aware of.


“we tAke the time to get to know you” “This is where it is important to talk to


someone you can trust,” says chartered financial planner of the year Duncan Parkes of Old Mill. At Old Mill, we believe that a financial


planner should be more interested in you than your money. We know that building


76 Exeter Living www.mediaclash.co.uk


and securing your financial future can be a difficult and emotional process to take on alone, which is why we take the time to get to know you and understand you so we can help you achieve something that can last for generations. Duncan, like all our chartered financial


planners, is passionate about Old Mill’s client-centred approach to financial planning, and here he explains why. To help you plan your future, a financial planner needs to fully understand what it is you are trying to achieve. That is why, before we look to offer you any advice, we will ensure that we get to know you and fully understand your personal and financial plans for the future. We will then work with you to develop


a unique plan that reflects your personal attitudes and any lifelong financial goals you wish to accomplish. Once we have implemented your plan,


we will monitor and review it regularly. We’ll provide you with important information on where you are in relation to the plan and advise you on any adjustments necessary to ensure you are on course to achieve your goals long into the future. EL


For an informal chat about your financial future, contact :


Old Mill Leeward House,Fitzroy Road, Exeter Business Park,Exeter, Devon EX1 3LJ Tel: 01392 214635


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48  |  Page 49  |  Page 50  |  Page 51  |  Page 52  |  Page 53  |  Page 54  |  Page 55  |  Page 56  |  Page 57  |  Page 58  |  Page 59  |  Page 60  |  Page 61  |  Page 62  |  Page 63  |  Page 64  |  Page 65  |  Page 66  |  Page 67  |  Page 68  |  Page 69  |  Page 70  |  Page 71  |  Page 72  |  Page 73  |  Page 74  |  Page 75  |  Page 76  |  Page 77  |  Page 78  |  Page 79  |  Page 80  |  Page 81  |  Page 82  |  Page 83  |  Page 84