Old Mill Financial Planning Limited

Reference number: 967142

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • Verified website

    om.uk

  • Verified phone number

    01935 426181

  • Verified address

    Old Mill Group Ltd, Maltravers House, Petters Way, Yeovil, Somerset, BA20 1SH, United Kingdom

Also trades as
  • Old Mill
  • Old Mill Wealth Management

Company details

From the company's Companies House record.

Company number
13565826
Company status
Active
Company type
Private limited company
Incorporated
13 August 2021 (5 years old)
Registered office
Maltravers House, Petters Way, Yeovil, BA20 1SH, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Ian James Carlson Director Mar 1971 13 Aug 2021
Duncan Benedict Parkes Director Aug 1973 1 Apr 2022
Daniel Reece Middle Director May 1972 1 Jan 2025
Matthew Clark Director Jan 1991 1 Jan 2025
Jamie Louise Rudge Secretary Not published 11 Oct 2022

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

Action taken against them

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Old Mill Financial Planning 2021 Limited

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Common questions

Frequently asked questions

Is Old Mill Financial Planning Limited FCA authorised?
Yes, Old Mill Financial Planning Limited (FRN 967142) is authorised by the FCA to carry out regulated activities.
Is my money safe with Old Mill Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Old Mill Financial Planning to the Financial Ombudsman Service, free of charge.
Is Old Mill Financial Planning a scam or clone?
Old Mill Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Old Mill Financial Planning's Firm Reference Number (FRN)?
Old Mill Financial Planning's FRN is 967142. You can verify it on the FCA register.