Welcome to
Patterson Mills

Our partnership with ABEONA Relocation enables selected clientele to access beneficial financial opportunities. We specialise across multiple tax jurisdictions, catering for expatriates specifically living and working in Switzerland.

geneva-switzerland-aerial-photo

Welcome to Patterson Mills

Our partnership with ABEONA Relocation enables selected clientele to access beneficial financial opportunities. We specialise across multiple tax jurisdictions, catering for expatriates specifically living and working in Switzerland.

Tax Efficient Investing in Switzerland

We have partnered with ABEONA Relocation to offer expatriates arriving in Switzerland a service that unravels and simplifies the complexities of the Swiss financial system.  From the 3 pension pillars, advantageous investment options and efficient tax planning, Switzerland has much to offer.

With 36+ years in the Financial Services Industry, at Patterson Mills there is the necessary depth of knowledge, experience and understanding to ensure the best possible financial outcomes for our Clients.

As we are wholly independent, all fees are transparent and detailed in advance. We do not receive commissions at any stage in the advice and portfolio management process. The result is that we are completely aligned with our Client’s interests and, as such, you can be assured of the most suitable, totally unbiased, investment analysis recommendations.

How We Work With You

Our extensive range of financial services includes, but is not limited to, wealth protection and investment management advice, retirement income planning, estate planning, property finance and many cross-border services.

To begin your journey with Patterson Mills, our process features 3 key steps:

  • 1. Initial Exploratory Discussion

    We discuss your individual situation with you and explain how our services may be of benefit, outlining the various appropriate options for creating the most efficient strategies to obtain your goals.

  • 2. Gathering Relevant Information

    We need you to provide us with certain detailed information (digitally or physically) about your current financial position, in order to understand how best to achieve your key objectives. This includes considering your financial priorities, their various time horizons and creating a risk profile.

  • 3. Financial Report Creation

    Knowing about you and your personal objectives, from our discussions concerning time horizons, investment risk and your personal preferences, we produce our Financial Review Report.  This Report contains our detailed analysis and recommendations, showing how we would manage your investments to successfully achieve your objectives.

Our Services

Please click on the service of interest below to find out more.

Experience You Can Trust

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.

Experience You Can Trust

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.