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David joined Old Mill in 2007 and has over 17 years of client services experience.
He provides financial planning solutions to a wide range of clients, both personal and business and is proud to be able to enhance the region’s wealth by advising local people.
I have an extensive background in tax spanning over three decades. My professional expertise encompasses a wide spectrum of tax matters, with a particular focus on Capital Gains Tax (CGT), Inheritance Tax (IHT), and Trust planning.
Charlotte has been working in the financial planning profession throughout her working life.
Charlotte is passionate about helping clients achieve their desired lifestyles and ambitions, working closely with them over the long term to build a holistic financial plan to provide peace of mind and opportunities throughout their lifetimes.