Financial Planners in Wells, Somerset

“My wife Chris and I needed to restructure our finances and thought we had some good ideas. We took these thoughts to Ben at Silver Oak FS, and he came up with much better options that our research hadn't discovered. He gave us great advice about each choice we had open to us, and we felt confident that the decision we took was exactly the right one for us. Once the process started Ben responded quickly to our queries and kept us up to date at every step of the way. We are delighted and wholeheartedly recommend Ben and this firm.”

“I have been with Julia at Old Mill for over 10 years…. and hope to be with her/them for many more! I don't use them because they offer the sky-high investment returns that some fly-by-nights offer; at my age, I am happier with a decent-sized and reputable outfit who recommend the more modest returns that go with a sensible, low-risk portfolio. On top of that professional, well-managed activity, I place great value on the personal service that comes with a genuinely close and long-standing relationship. This has given me carefully tailored guidance on a wide range of financial matters. In particular, I have saved £'000s with some very astute and expert advice on a broad range of tax and pension issues. It is this total package which sets Old Mill apart and, as they say, “big enough to matter, small enough to care”.”