Old Mill Financial Planning Limited: FCA regulated?

Authorised by the FCA

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

Authorised for 4 years
Your funds are protected by FSCS
No FCA actions
Active company since 2021
Accounts filed up to 30 October 2025

Website, phone number and address

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.

Website

om.uk (opens in a new tab)
Phone number

01935 426181
Address

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

In the full report: 3 background checks

When om.uk first appeared online, and whether it can receive email
What kind of line 01935 426181 is
Who else gives the postcode BA20 1SH

Other names (3)

If you were contacted under any of these names, it is this firm.

Old Mill Trading name: A name it trades under now.
Old Mill Wealth Management Trading name: A name it trades under now.
Old Mill Financial Planning 2021 Limited Former name: A name it was registered under before.

FCA permissions and consumer protection

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

Show FCA detail (5 permissions)

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

FCA disciplinary action

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: 13565826 (opens Companies House in a new tab)
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)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Ian James Carlson	Director	Mar 1971	13 Aug 2021	11 other companies
Duncan Benedict Parkes	Director	Aug 1973	1 Apr 2022	3 other companies
Daniel Reece Middle	Director	May 1972	1 Jan 2025	4 other companies
Matthew Clark	Director	Jan 1991	1 Jan 2025	4 other companies
Jamie Louise Rudge	Secretary	Not published	11 Oct 2022	–

Other companies run by these 4 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies: 12
closed down: 4
run together: 6

In the full report: all 12 companies, named

What each company does, and whether it is still trading
Which of these 4 directors sit on each board, and since when
Any that went into liquidation or administration
The 6 companies these 4 directors run together
All 7 people who have ever been directors, with their dates

Filed accounts and finances

16 months to 30 October 2025Full accountsAudited

Turnover

£12.6m

Not compared: the previous accounts cover a different length of time

Profit before tax

£1.94m

Not compared: the previous accounts cover a different length of time

Net assets

£7.61m

+195% from £2.58m

Cash at bank

£757k

+45% from £521k

The previous accounts cover 12 months, so turnover and profit are not compared with them.

Assets and liabilities

In the full report: all 4 years of accounts

Every year from 2022 to 2025
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 13565826. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Old Mill Financial Planning’s history from the FCA register and Companies House, newest first.

Key events (8) All events (22)

2022

10 October 2022

Changed its registered name from "Old Mill Financial Planning 2021 Limited"

FCA register

3 October 2022

Regulated by the FCA from this date
FCA imposed a requirement (Firm to abide by Deed Poll regarding past business)
Became authorised by the FCA

FCA register

2021

25 October 2021

Kevin Charles Whitmarsh gave up control
Old Mill Topco Limited took control (75–100% of shares)

Companies House

13 August 2021

Incorporated at Companies House
Kevin Charles Whitmarsh took control (75–100% of shares)

Companies House

In the full report: all 22 events

All 22 events in its history (8 shown here)
Every director appointment and resignation: 10

Firms like Old Mill Financial Planning

Other firms of the same type (financial adviser), nearest first.

In Yeovil

Adanac Financial Services LimitedYeovilAuthorised Blue Fox Wealth Management LimitedYeovilAuthorised John Hall Financial Services LtdYeovilAppointed representative Northseam LimitedYeovilAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Old Mill Financial Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

12 other companies its directors have run, named
3 background checks on its contact details
4 years of accounts, charted
All 22 events in its history

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Frequently asked questions about this firm

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. It has held its current authorisation since October 2022 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Old Mill Financial Planning’s phone number and website?

The FCA register lists the phone number 01935 426181 and the website om.uk for Old Mill Financial Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Old Mill Financial Planning a scam or clone?

Old Mill Financial Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Old Mill Financial Planning?

Its FCA permissions do not allow it to hold or control client money. 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.

Who owns Old Mill Financial Planning?

Old Mill Financial Planning is owned by Old Mill Topco Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 25 October 2021. Before that, it was controlled by Mr Kevin Charles Whitmarsh.

Who runs Old Mill Financial Planning?

Companies House lists 4 directors of Old Mill Financial Planning: Ian James Carlson, Duncan Benedict Parkes, Daniel Reece Middle and Matthew Clark.

How long has Old Mill Financial Planning been in business?

The company was formed on 13 August 2021, and has held its current FCA authorisation since October 2022.

What do Old Mill Financial Planning’s latest accounts show?

Its latest accounts, to 30 October 2025, show turnover of £12.6m (not compared: the previous accounts cover a different length of time) and profit before tax of £1.94m (not compared: the previous accounts cover a different length of time).

Does Old Mill Financial Planning use any other names?

It trades as Old Mill and Old Mill Wealth Management. It has previously used the name Old Mill Financial Planning 2021 Limited.