Key People - Financial Services
Simon Clark
Financial Services Consultant and Associate Director
Simon has worked for Old Mill since July 2005. A Chartered Financial Planner, he has almost 30 years experience in the Financial Services industry. He now specialises in Pension Transfer, Self Invested Personal Pension (SIPP), Income Drawdown and Inheritance Tax planning work. Simon has a large portfolio of clients ranging from his home in Bristol to his office in Yeovil and occasionally beyond.