UK (FCA)
Authorised
MiFID
Authorised since October 2022
Last updated 11 February 2026
Old Mill Financial Planning Limited logo

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

31 October 2024

Role appointment: SMF3 Executive Director (Matthew Clark)

31 October 2024

Role appointment: SMF3 Executive Director (Daniel Reece Middle)

31 October 2024

Role appointment: SMF3 Executive Director (Simon Mark Howard Cole)

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

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