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An experienced team of independent wealth management and employee benefits advisers providing services throughout Switzerland, the UK and Australia.
An experienced team of independent wealth management and employee benefits advisers providing services throughout Switzerland, the UK and Australia.
Our Clients are the centre and will always be at the forefront of our business. We aim to help our Clients build, grow and preserve their wealth in as tax-efficient and flexible way as possible. Partnering expert financial planning and advice services with our Client-centric approach has been the primary objective for our Principal, Edward Mills (Chartered Financial Planner), for over 36 years in the financial services profession.
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With 36+ years in the Financial Services Industry, we have a plethora of knowledge from extensive experience in many aspects of financial planning. We have amongst the widest of professional qualifications as a Chartered Financial Planner, the Gold Standard in financial and investment planning.
Following the success of our fee based, UK practice, Patterson-Mills Financial Planning, in 2020 we expanded our horizons to Switzerland where we formed Patterson-Mills Sàrl.
With 36+ years in the Financial Services Industry, we have a plethora of knowledge from extensive experience in many aspects of financial planning. We have amongst the widest of professional qualifications as a Chartered Financial Planner, the Gold Standard in financial and investment planning.
Following the success of our fee based, UK practice, Patterson-Mills Financial Planning, in 2020 we expanded our horizons to Switzerland where we formed Patterson-Mills Sàrl.
Our business model keeps our Clients at its centre. Pairing this with the use of the latest technology and most up-to-date research, we believe our service offering is second to none.
With 36+ years in the Financial Services Industry, we have the knowledge, experience and strong desire to make Patterson Mills Sàrl one of the most Client-friendly firms in its field.
Our business model keeps our Clients at its centre. Pairing this with the use of the latest technology and most up-to-date research, we believe our service offering is second to none.
With 36+ years in the Financial Services Industry, we have the knowledge, experience and strong desire to make Patterson Mills Sàrl one of the most client-friendly firms in its field.
Three words to sum up Edward – Honest, a man of integrity and an expert in his field (more than three but you can see where this is going). Highly recommend Edward and his team and I am so glad that he has been on our financial journey with us from our mid-20s to now. It gives me reassurance and confidence that everything is being handled.
Patterson-Mills Sàrl acts as an Appointed Representative of Lawsons Network AG. Any financial advice is given as Appointed Representatives of Lawsons Network AG, a member of SO-FIT (a self-regulating body approved by the Swiss Financial Market Supervisory Authority (FINMA) for the supervision of the financial intermediaries. SO-FIT is also recognized by FINMA as a professional organization for laying down rules of conduct relating to the practice of the profession of independent asset manager within the meaning of the Swiss Federal Act on collective investment schemes).
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