Old Mill Accountants & Financial Planners - Yeovil
OM
Financial Advisors
Old Mill Accountants & Financial Planners - Yeovil
Petters Way, Yeovil BA20 1SH
# Old Mill Accountants & Financial Planners - Yeovil
Old Mill Accountants & Financial Planners operates from Maltravers House in central Yeovil, serving ambitious owner-managed businesses, food and drink enterprises, rural operations, and individuals throughout Somerset and Dorset. With over 90 staff and nearly four decades of local presence, the firm combines deep regional expertise with comprehensive financial services.
The practice distinguishes itself through specialised sector knowledge, particularly in industries linked to Yeovil's heritage in aerospace and defence. Their team delivers integrated accounting, tax planning, and wealth management rather than siloed services, enabling clients to address interconnected financial challenges holistically. This approach proves particularly valuable for family businesses navigating succession planning and complex tax positions.
Community involvement sets Old Mill apart from larger, impersonal firms. Active sponsorship of local causes—from Yeovil Rotary's Last Night of the Proms to St Margaret's Hospice fundraising—demonstrates genuine commitment beyond commercial relationships. The modern office facilities and emphasis on strong personal relationships reflect their philosophy of accessible, professional service.
Services span audit and assurance, corporate finance, exit strategy planning, forensic accounting, and investment management for businesses. On the personal side, they offer financial planning, pensions advice, inheritance tax planning, and later life planning. Their digital accounting services and research and development tax credits support businesses navigating contemporary compliance requirements. This breadth enables comprehensive wealth structuring across generations and business lifecycles.
Old Mill Accountants & Financial Planners operates from Maltravers House in central Yeovil, serving ambitious owner-managed businesses, food and drink enterprises, rural operations, and individuals throughout Somerset and Dorset. With over 90 staff and nearly four decades of local presence, the firm combines deep regional expertise with comprehensive financial services.
The practice distinguishes itself through specialised sector knowledge, particularly in industries linked to Yeovil's heritage in aerospace and defence. Their team delivers integrated accounting, tax planning, and wealth management rather than siloed services, enabling clients to address interconnected financial challenges holistically. This approach proves particularly valuable for family businesses navigating succession planning and complex tax positions.
Community involvement sets Old Mill apart from larger, impersonal firms. Active sponsorship of local causes—from Yeovil Rotary's Last Night of the Proms to St Margaret's Hospice fundraising—demonstrates genuine commitment beyond commercial relationships. The modern office facilities and emphasis on strong personal relationships reflect their philosophy of accessible, professional service.
Services span audit and assurance, corporate finance, exit strategy planning, forensic accounting, and investment management for businesses. On the personal side, they offer financial planning, pensions advice, inheritance tax planning, and later life planning. Their digital accounting services and research and development tax credits support businesses navigating contemporary compliance requirements. This breadth enables comprehensive wealth structuring across generations and business lifecycles.
Services offered
AuditingCorporate FinanceExit Strategy and Succession PlanningInheritance Tax PlanningPensionsInvestment ManagementForensic AccountingVAT Services