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UK (FCA)
Authorised
MiFID
Authorised since October 2022
Last updated 11 February 2026

Old Mill Financial Planning Limited

Investment and advice, Accountant

Location

Maltravers House, Petters Way, Yeovil, Somerset, BA20 1SH

Summary

Old Mill Financial Planning Limited is a Somerset-based accountant. It was first authorised by the FCA in 2022. It has permissions related to credit, investments, and pensions.

Timeline

10 March 2026

Role appointment: [FCA CF] Client dealing (Mrs Elizabeth Angela Faye Webb)

10 March 2026

Role appointment: [FCA CF] Client dealing (Matthew Clark)

10 November 2025

Role appointment: [FCA CF] Client dealing (Mr Simon Valentine-Marsh)

Firm permissions

Consumer Credit
Designated Investment Business
Latest financial accounts
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Key people

SMF16 Compliance Oversight

Mr Duncan Benedict Parkes

email@company.com+44 20 0000 0000

SMF17 Money Laundering Reporting Officer (MLRO)

Mr Duncan Benedict Parkes

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Kevin Charles Whitmarsh

email@company.com+44 20 0000 0000

SMF3 Executive Director

Simon Mark Howard Cole

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Ian Carlson

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mrs Paula Jane Hodge

email@company.com+44 20 0000 0000

SMF3 Executive Director

Daniel Reece Middle

email@company.com+44 20 0000 0000

SMF3 Executive Director

Matthew Clark

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Duncan Benedict Parkes

email@company.com+44 20 0000 0000

Responsible for Insurance Distribution

Mr Duncan Benedict Parkes

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Mrs Elizabeth Angela Faye Webb

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Matthew Clark

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Mr Simon Valentine-Marsh

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Emma Kate Corr

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Emma Louise Collins

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Kyra Marie Brake

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Laura Rider

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Mr Timothy Blowers

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Mrs Suzanne Ayshen Williams

email@company.com+44 20 0000 0000

[FCA CF] Client dealing

Miss Charlotte Corr

email@company.com+44 20 0000 0000

FAQ

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