Financial Planning and accountancy firm Old Mill has promoted three of its wealth management team and launched a recruitment drive as part of its plans to double in size in the West Country.
The firm has promoted Becca Pullman, Suzy May and Lewis Dyer to trainee Financial Planners.
All three were in the administrative role of client manager.
Ms Pullman joined Old Mill at the age of 20 due to encouragement from a family friend who worked at the firm. She had previously spent three years working in hospitality.
She said: “Back then I didn’t even know what a pension was, but after only a month working in a great business, with supportive colleagues, in a role where I got to work closely with people and help them reach their goals, I knew this was the place for me.
“This promotion is testament that Old Mill believes in me too and I am keen to keep learning, keep developing and carve out a long and successful career at Old Mill.”
Ms May joined Old Mill six years ago and has been aiming to become a Financial Planner for a few years.
Mr Dyer was attracted to Old Mill due to the firm’s family culture and wants to become a Financial Planner due to the client-facing side of work.
Paula Hodge, head of wealth management at Old Mill, said: “When we announced the restructure, we talked about how it would enable quicker career progression for staff, so we are delighted to now be able to put this into practice, demonstrating how much we value Suzy, Lewis and Becca, and showcasing the fantastic career opportunities we have at Old Mill.
“We hope it will encourage more people to come into the business – either from a financial services background, or like Becca did, from a completely different sector – and see for themselves what a great career they can have with us.”
In November Old Mill started on plans to restructure the firm as part of plans to double the size of the firm by 2026.
In June the Financial Planning and accountancy firm acquired Ilminster-based financial outsourcing firm Brook Financial.
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.
