About

About Old Mill

Accountants, Tax Specialists & Financial Planners in the South West

About Old Mill Play video — About us
About Us

Supporting Businesses and Individuals Throughout the South West

Old Mill is a leading firm of accountants, financial advisers and tax specialists supporting businesses and individuals across the South West. Our specialists provide expert advice to help clients manage their money and plan for the future they want.

With a team of more than 350 professionals supporting over 5,000 clients, we combine years of knowledge and experience with deep technical expertise. Our advisers and support staff put our clients at the heart of everything we do, helping businesses and individuals throughout the region.

Our Approach

Personalised Accountancy and Financial Advice

At Old Mill, our team of accountants, financial advisers and specialist support teams work closely with clients to provide practical, personalised advice. We understand that financial decisions are closely connected to your personal ambitions, or the success of your business, and we take all of this into account.

From the first conversation through to ongoing support, our focus is on building long-term relationships and delivering advice that reflects your goals. By combining technical expertise with a collaborative approach, we help you plan for your future with confidence.

Partnerships

Building Long-Term Financial Partnerships with Our Clients

We believe that strong financial advice is built on solid partner relationships. Our clients come to us with ambitions for their businesses, their families and their futures, not questions about numbers.

By taking the time to understand your goals and challenges, we build long-term partnerships that allow us to support you through every stage of your journey. It's through collaboration with our clients that we are able to help turn financial ambitions into practical plans and actions for the future.

Our People

Our People and Professional Expertise

As one of the leading financial planning and accountancy firms in the UK, we're committed to nurturing exceptional talent. We recognise that our success is directly linked to the expertise and dedication of our accountants, financial advisors and support staff. We value our people and the role they play in developing and growing Old Mill.

Many of our staff hold chartered status and recognised industry qualifications, alongside years or even decades of experience, bringing deep understanding and practical experience to the advice we provide. Our comprehensive training programs and professional development opportunities ensure that our staff remains at the forefront of industry trends and best practices.

As a business, Old Mill holds a number of recognised professional accreditations and industry memberships. These include Xero Platinum Partner status, recognition as Chartered Financial Planners, membership of the Financial Vulnerability Taskforce, and inclusion in the FT Adviser Top 100 Financial Advisers list.

Our History

A Prestigious History

Old Mill has a prestigious history dating back to the 1920s in Shepton Mallet. Since our formation in 2006, we've grown exponentially, expanding our reach and team to better serve our clients across Somerset, Devon, and Wiltshire. We support businesses and individuals across the South West through our network of regional offices. Each office combines local knowledge with specialist expertise in accountancy, tax and financial planning.

Our entire team is dedicated to helping our clients with financial planning and helping you reach your aspirations. Whether you are dealing with later life planning, corporate finance, or any other tax and accountancy matter, Old Mill are here to help you plan for the future you want.

Start a conversation

Like what you see?

Accountants and Financial Advisers fuelling ambition. We focus on your finances, so that you can focus on your passions.

Start a conversation