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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.
Sally has been advising clients since 2001 and is passionate about helping clients to live the life of their dreams.
Sally works closely with her clients and their families to create a financial plan that gives them the peace of mind that they do not need to worry about their finances, allowing them to enjoy life and do the things that make them happy.