Old Mill announces three promotions to its wealth management team

Chippenham financial experts Old Mill have promoted three members of their wealth management team as part of the firm’s plans to double in size and become the fastest growing firm in the West Country.

Becca Pullman, Suzy May and Lewis Dyer have all been promoted from client managers to trainee financial planners.

Becca joined Old Mill when she was 20. She had just returned home from three years working in the hospitality industry and had no idea what she wanted to do. She loved maths and had a natural contact with people, so one of her mother’s friends who works at Old Mill suggested she try financial planning.

“At the time, I didn’t even know what a pension was, but after only a month working in a large company, with supportive colleagues, in a role where I was able to work closely with people and helping them achieve their goals, I knew that was the place for me,” Becca said.

“This promotion is a testament to the fact that Old Mill also believes in me and I want to continue to learn, grow and carve out a long and successful career at Old Mill.”

Suzy (pictured), who joined Old Mill six years ago and works from the office in Wells, said: ‘There is certainly a strong desire to promote people within the business so if you want to and you are working, the opportunities are there.

“My goal has been to be a financial planner for a few years now, so I’m really proud to have made it into this position, but it’s also a bit daunting. However, there’s a lot of support and help within Old Mill – everyone wants you to succeed – so I’m very reassured by that.

Lewis joined Old Mill three years ago and says he was drawn to the business because, despite its impressive growth, it hadn’t lost its family culture.

Lewis – who was promoted following a successful Advisor Appraisal Day – says he is looking forward to working in a more client-facing role: “I learned a lot in the more administrative role of manager clients, but I always preferred the client side of the work side, so I was more than ready to start meeting more clients.

He added: “Since I started I’ve been keen to grow and I’ve gradually taken on more and more responsibility, so I’m delighted with my new role – I think it shows that at Old Mill, even if you’re fairly new, if you work hard, the career opportunities are there.

“The next 6-12 months will be about building my technical knowledge, attending as many meetings as possible, and building my client base so that I’m in a good position to take the next step in my career.”

Paula Hodge, Head of Wealth Management at Old Mill, said: “When we announced the restructuring we explained how it would enable faster career progression for staff, so we are delighted to now be able to put this into practice. hands-on, demonstrating how much we value Suzy, Lewis and Becca, and showcasing the fantastic career opportunities we have at Old Mill.

“We hope this will encourage more people to come into the business – either in the financial services industry or like Becca, in a completely different industry – and see for themselves what a great career they can have with us. “