Financial Services

Over the years we have formed a strong working relationship with Old Mill Financial Services, one of the first firms of independent financial advisors to be awarded Corporate Chartered Financial Planner status.

Julia Banwell, an associate director with the group and one of the nation’s youngest fellows of the Personal Finance Society, has her own office at our Burnham-on-Sea premises. From here she can advise our clients on a variety of bespoke, tax-efficient assurance and investment opportunities for companies and individuals alike.