Teams at The Old Mill

Provide administrative support to financial advisers by maintaining accurate client records, preparing documentation and reports for meetings, ensuring regulatory compliance through precise data handling, and acting as first point of contact for clients to deliver professional communication and efficient service delivery.

Provide administrative support to Financial Advisers by managing client records, preparing documentation for meetings, ensuring compliant data handling, and acting as first client contact to deliver prompt professional communication.

Analyze client information, model scenarios, research solutions and construct technically robust financial plans and suitability reports. Ensure compliance, tax and pension integration, and produce clear client-ready documentation while collaborating with Financial Planners and other advisers.