Contact details
With more than 200 staff working out of five offices throughout the South West, Old Mill is available locally to you to provide services and advice for all financial aspects of your life, both personal and business related.
Our service combines accountancy and tax planning expertise in conjunction with financial planning to offer an integrated service that sets us apart from many other financial advisers.
Exeter
Leeward House, Fitzroy Road, Exeter Business Park, Exeter, Devon EX1 3LJ Tel: 01392 214635 Fax: 01392 214690
Email:
exeter@oldmillgroup.co.uk Dorchester
The Old Rectory, South Walks Road, Dorchester, Dorset DT1 1DT Tel: 01305 268168 Fax: 01305 268688
Email:
dorchester@oldmillgroup.co.uk Melksham
4 Challeymead Business Park, Melksham, Wiltshire SN12 8BU Tel: 01225 701210 Fax: 01225 709817
Email:
melksham@oldmillgroup.co.uk Please take a moment to read this important information
The views and opinions contained in this document are those of Old Mill Financial Planning LLP at the time of going to print and the content is for general information only. It should not be relied upon without taking appropriate professional advice which will be tailored to your individual circumstances. Please contact your usual Old Mill representative or local Old Mill office.
Past performance is not a guide to future returns. The value of investments and any income will fluctuate and investors may not get back their original investment.
Unquoted shares can be unpredictable which means the investor is exposing themselves to a much higher degree of risk than with quoted shares. Changes in legislation may adversely affect the value of the investments. The levels and the bases of the tax reliefs
www.oldmillgroup.co.uk
available may change in the future. The FSA does not regulate taxation or cash deposits.
Old Mill is a trading name of Old Mill Accountancy LLP and Old Mill Financial Planning LLP. Old Mill Accountancy LLP is registered to carry out audit work and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Registered in England No. OC320856.
Old Mill Financial Planning LLP is an Independent Financial Adviser and is authorised and regulated by the Financial Services Authority. Registered in England No. OC320853.
The registered office for these companies is The Old Mill, Park Road, Shepton Mallet, Somerset BA4 5BS.
We also have Corporate Chartered Financial Planner status which is the industry’s gold standard having satisfied rigorous criteria relating to professional qualifications and ethical good practice.
We also work hard to maintain close working relationships with a wide range of other trusted professionals such as solicitors and bankers. This collective approach means we can work together with all of your professional advisers to ensure all possible scenarios are considered and planned for.
Shepton Mallet
The Old Mill, Park Road, Shepton Mallet, Somerset BA4 5BS Tel: 01749 343366 Fax: 01749 344986
Email:
sheptonmallet@oldmillgroup.co.uk Yeovil
Number One Goldcroft, Yeovil, Somerset BA21 4DX Tel: 01935 426181 Fax: 01935 431852
Email:
yeovil@oldmillgroup.co.uk
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