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Services to the partners

Old Mill offer services to individual partners – and this can also include other practice staff:

  • Investment planning. Our service proposition for individuals has proved effective and popular. Based on an individual’s objectives and attitude to risk our Chartered Financial Planners invest into an appropriate portfolio and provide a complete monitoring service with a clear fee structure in line with the latest Financial Conduct Authority requirements’
  • Employee benefits. We have staff dedicated to the area of staff benefits. Many clients find our ability to set up and run Group Pension Plans a most attractive option
  • Planning for personal future security. Our teams of Tax, Pensions and Financial Planners provide a complete service to help ensure the partner and their family can plan ahead
  • Personal tax returns. Always considering the options to ensure efficient tax mitigation

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