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Minnie has been part of our Wealth Management team since 2016. Having helped many advisers and their clients in our vital support roles, she is now an up-and-coming Financial Planner making big differences to the lives of her own clients.
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.
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.