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Old Mill



 

 

Old Mill is a Chartered Financial Planning firm that works with individuals and businesses.

Advising on later life matters

We know that each person we work with has their own aims and ambitions, their own approach to wealth and financial security, and their own plans for later life.

People are generally living longer than ever before and later life can bring deterioration in health and loss of independence, not to mention the issues that arise with how to fund the cost of care.

That’s why we have invested in a dedicated Later Life team, with specialist knowledge and first-hand experience working within this area. Our role is to make sure that whatever requirements you have for later life – whether for yourself or for a family member – the financial measures are in place to make sure all of those requirements are met.

We tailor our Later Life service so it is unique to you, your aspirations and requirements.

Our dedicated team can help with guidance on:

  • Who is responsible for your welfare and provision of your care needs
  • Who is responsible for funding the required care
  • Where to go for assistance if you want to stay living at home
  • What the general procedures are to be assessed and have a care package provided
  • How to plan the financial aspects to optimise the use of the financial resources when planning your care needs
  • How to plan to ensure you will always be able to pay for the care you require, or at least allow the money to last as long as possible
  • How assets can be used to pay for care and structured to assist in leaving inheritance
  • Inheritance tax worries and how this can be reduced
  • Releasing capital locked into your home to help pay for care or other planning needs, including understanding Local Authority Deferred Payment arrangements, which are a form of equity release

Chris Tweedie – Chartered Financial Planner

Chris is an accredited member of the Society of Later Life Advisers (SOLLA) who has been giving financial planning advice for over 25 years.

He joined Old Mill in 2009 and provides specialist financial and investment advice for those either with immediate needs or who are thinking about what their needs will be in later life, (Care Fees Planning, Investments, IHT, Equity Release).

You can contact Chris on:

Telephone – 01225 701217

Email – Chris.tweedie@om.uk

Carolyn Matravers – Chartered Financial Planner

Carolyn is an accredited member of the Society of Later Life Advisers (SOLLA) and adopts a caring and friendly approach to both financial planning and navigation of the current care funding system.

Carolyn joined Old Mill in 2000 and has over 20 years Financial Planning experience.

You can contact Carolyn on:

Telephone – 01935 709334

Email – Carolyn.matravers@om.uk

Locations that we cover

We are able to support clients based in:

  • Devon
  • Somerset; and
  • Wiltshire

How to contact us

Chris Tweedie

Phone – 01225 701217

Email – Chris.tweedie@om.uk

Carolyn Matravers

Phone – 01935 709334

Email – Carolyn.matravers@om.uk

Full Address

South West

Maltravers House, Petters Way, Yeovil, Somerset, BA20 1SH

Tele – 01935 426181

Our Wells office

Bishopbrook House, Cathedral Avenue, Wells, Somerset, BA5 1FD

Tele – 01749 343366

Our Melksham office

Wessex House, Challeymead Business Park, Bradford Road, Melksham, Wiltshire, SN12 8BU

Tele – 01225 701210

Our Exeter office

Leeward house, Fitzroy Road, Exeter Business Park, Exeter, Devon, EX1 3LJ

Tele – 01392 214635

Web address – www.om.uk

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