The wealth management team at accountants Old Mill has been boosted with the arrival of chartered financial planner Neil Rushton.
Neil, pictured, has more than 18 years’ experience in financial services having held roles across the sector. 
He joins Old Mill from independent financial planning firm Citimark’s office at Flax Bourton, near Bristol, where he worked for just over three years looking after a portfolio of high net worth clients, helping them explore aspirations and achieve financial independence.
In his new role, Neil – who specialises in retirement and estate planning – will be based at Old Mill’s Wells office and will work with the firm’s wealth management team to provide financial advice and guidance to high net worth clients either nearing retirement or already retired, to help them achieve their ambitions.
Neil, a fellow of the Personal Finance Society, said he was drawn to Old Mill, which also has offices in Melksham, Exeter and Yeovil, because of its high standards, excellent reputation and people-centric culture.
“Old Mill’s fantastic reputation for providing professional private client services in the South West, its commitment to going well beyond regulatory standards and its culture – which centres on delivering an exceptional client experience – hugely influenced my decision to join.
“A personal, professional and friendly approach, with a commitment to putting clients’ needs first is critical in my opinion and appears to culturally align with the values of the business.”
Old Mill head of wealth management Paula Hodge added that it was clear right from their first meeting that Neil’s values were perfectly aligned with those of Old Mill and that he would be an excellent addition to the team.
“It is actually quite rare to find someone like Neil, who has so much experience and whose beliefs and values are synonymous with Old Mill’s, so we are thrilled he is joining us,” she said.
“Having worked in a regional financial planning firm, a national accountancy practice and a private bank, Neil will be able to bring valuable insight and new ideas to help us further enhance our client experience.
“At Old Mill, we pride ourselves on encouraging our people and giving them every opportunity to progress, so we are delighted Neil is joining us and look forward to him pursuing an exciting career with us.”
