Our story started over 90 years ago in Shepton Mallet when Berkeley Hall set up and ran a business he named after himself.
John Jackson became Senior Partner and changed the name to Berkeley Jackson. To this day John is still involved with our practice.
Old Mill Financial Services Ltd was founded in Shepton Mallet. When Old Mill merged with Sully and Co we opened up another office in Hendford, Yeovil.
When we grew out of our offices in Hendford, we moved to new offices in Goldcroft on the edge of Yeovil.
Berkeley Jackson and Old Mill Financial Services Ltd were both acquired by Tenon Group plc.
Old Mill was formed via a management buyout. Together our team of 130 people at offices in Shepton Mallet, Yeovil and Exeter generated an annual turnover of £8.2 million in our first year. Owned by four key shareholders our business has grown significantly over the last decade.
We merged with long-established Wiltshire Rural Accounting practice L E Bull and Co of Devizes and opened up a new office in Melksham.
The growing Old Mill team in Melksham moved into new offices at Wessex House.
We merged with Perks Simm a partner firm in Dorchester to bring together two specialist farming practices in the South West. Duncan Parkes our Head of Compliance also received the award for ‘Chartered Financial Planner of the Year’ from the Personal Finance Society in 2011.
Old Mill picks up two prestigious industry awards. We were named ‘Best Small Adviser’ at both the Professional Adviser and Financial Adviser Life & Pensions awards.
The Old Mill team in Wells moved into newly built offices, making 9,000 square feet of office space at Bishopbrook House their home. We also entered the Accountancy Age top 50 for the first time and launched our new Graduate Development Programme.
Old Mill proudly received the IFP David Norton Building Excellence Award. This prestigious award is presented to the firm judged to have the most outstanding potential to develop as a successful Financial Planning firm.
We made sure more of our people could share in our success by more than doubling the number of employees owning an equity stake in our business to 44. We also completed the certification programme for BS 8577, becoming one of only a handful of firms in the UK to meet internationally recognised standards in the provision of financial advice.
Our team of over 280 people at four offices delivered a record income of £16.8 million, as well as record new wins and profits. We also achieved our highest ever employee engagement survey score and Xero, the UK’s leading cloud accounting software company named us a platinum partner, South West strategic partner and UK emerging partner of the year.
However, we firmly believe that the best is yet to come. So, join us on our journey of growth.