Old Mill named Best Financial Adviser Firm at Professional Adviser Awards
West Country financial planners and accountants Old Mill have been named Best Small Adviser Firm 2012 at the prestigious Professional Adviser Awards.
Now in their 10th year, the Professional Adviser Awards bring together top names from the advisory community to recognise and celebrate the very best providers in investment and retirement planning.
Entrants in the small adviser firm category were shortlisted down to 11 before Old Mill, which has offices in Shepton Mallet, Yeovil, Exeter, Melksham and Dorchester, was announced as the overall winner in front of more than 500 people at a ceremony held at the London Hilton on Park Lane on Thursday.
The firm’s Financial Planning team is headed by partners Kevin Whitmarsh, Paula Hodge and Simon Cole; Simon, who attended the ceremony and accepted the award on behalf of Old Mill from hosts Paul Daniels and Debbie MGee and Transact’s Glenn Sweet, says Old Mill is absolutely delighted to have won.
“Winning this award once again underlines the quality and professionalism of our staff. We are therefore extremely proud that all their efforts have been recognised,” he said.
“At Old Mill we pride ourselves on looking after our clients by providing exceptional service including our own unique investment management proposition and through delivering the highest standards of advice and this is only possible through the dedication and hard work of our staff.”
“In recent years, increasing numbers of people have become disillusioned with the standard of service they receive from the Financial Services Industry but through the drive for higher standards we are now seeing the emergence of a genuine Financial Planning profession.”
The award marks the third in just six months for Old Mill, which has 19 registered individuals amongst its 50 Financial Planning staff and as a practice, has the exclusive Corporate Chartered Financial Planner status. In August, financial planner Jamie Thompson won Best Paper at the Insurance Institute of Bristol’s (IIB) 2011 Awards Evening for an impressive performance in his Chartered Insurance Institute (CII) exams, and in November, Duncan Parkes was named Chartered Financial Planner of the Year by the Personal Finance Society.
Simon concludes: “This latest award hopefully gives comfort that there are firms out there like Old Mill who are committed to these standards in order to be able to deliver highly professional financial planning services which put the client at the heart of the advice.”
Debbie McGee, Simon Cole Partner at Old Mill, Glenn Sweet head of sales at Transact and Paul Daniels
For more information please contact Alan Stone on 01749 335007.