Financial Planning and accountancy firm Old Mill has added Chartered Financial Planner Tom Parry to its wealth management team.
He joins from IFA Integrity 365.
He has over 20 years of experience in financial services, including 11 years at Francis Clark where he developed a specialism in retirement planning and business protection.
Mr Parry will be based at Old Mill’s Exeter office where he will offer comprehensive Financial Planning to individuals, family businesses, corporates, trusts and charities.
He specialises in providing business protection, legacy and succession advice.
Mr Parry will also use his local knowledge to help expand Old Mill’s wealth offering in the region.
He said: “I have always believed that a personal, professional and friendly goal-focussed approach is key, so I was really drawn to Old Mill because, unlike other firms, who tend to go straight in with a ‘one size fits all’ solution, they get to know their clients, understand who they are and what they are trying to achieve, and then create a financial plan that will help them get there.
“Old Mill has big plans to become the fastest growing practice in the region, and has restructured to help facilitate that, enabling quicker career progression for staff and greater incentive programmes for those who help drive growth. I have big career ambitions myself, and I know that at Old Mill, I will have the opportunities and the support I need to achieve them.”
In November Old Mill started on plans to restructure the firm as part of plans to double the size of the firm by 2026.
The company said further acquisitions are on the way to support its target of 15% annual growth for the next five years and ambitions to double the size of the business to 600 staff.
The firm is also currently recruiting staff to support the integration of digital services, saying that digital innovation is a key part of the firm’s growth strategy plans.
