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Steve runs our specialists Pensions Team and is a member of the Association of Member Directed Pension Schemes (AMPS).
He uses his extensive experience in member directed self-invested pension funds to assist Member Trustees to ensure that they meet their responsibilities and duties. This includes all reporting requirements, providing technical support to Trustees and other professionals, ensuring their pension complies with legislation.
Simon was part of the leadership team that set up Old Mill in 2006. One of the first people to qualify as a Chartered Financial Planner, he has many years’ experience of providing quality service to clients.
He specialises in looking after high net worth individuals and working with them to design bespoke financial plans so they achieve financial freedom.
Stuart comes from an East Devon dairy farming family and has been in the financial services industry throughout his working life.
Stuart specialises in providing holistic financial planning advice to rural and farming clients in order to help them reach their individual goals, whatever they may be.