Financial Planning

Patterson Mills work with you to get you where you want to be by building on what you have today and still enjoying life along the way.

Financial Planning

Patterson Mills work with you to get you where you want to be by building on what you have today and still enjoying life along the way.

The Process That Puts You First

For many people, the task of being sure of finding quality independent financial planning and investment advice often seems daunting, yet choosing the right Adviser is absolutely vital to your wealth.

It is our belief, from over 37 years’ experience, that you should only discuss your financial and investment objectives with someone who, at the very least, meets all of the following criteria:

is a highly qualified Financial Adviser, preferably a Chartered Financial Planner, being the pinnacle of qualifications in the field, not a representative of a business that creates its own products, nor within an investment management business itself, nor even part of a huge banking or other financial conglomerate
is a Financial Adviser offering you ‘wholesale investment pricing’ – i.e. absolutely zero investment commissions
is part of a totally independent firm that offers investments and financial planning services from the whole of the Market, without any limit on product or provider choices – no ‘halfway house’ being independent for one type of advice area and only, say, so-called “best of breed” for another

Tipping Things in Your Favour

We believe that, if you stick to the above initial criteria in the first instance, you should find that you have the best chance of obtaining:

significantly enhanced value in your investments, both at the start and even more so over time
lower overall management charges than retail investors, or those with commission-based advice offerings
a holistic approach to your investment requirements, that evolve over time to meet your changing needs and circumstances

Whilst the above may sound rather obvious in many ways, it seems to us to be a not-much-discussed professional secret! If you take only one thing from this website page at all, remember it is vital to your wealth that you:

Obtain independent and fee-only financial advice, as this is the only way to be 100% certain that there is no bias even remotely possible in the investment advice being offered to you.

We think your best start will be to ask us what we can do for you. If you would like to know more, then why not complete the form on the right to get in touch with us for an initial discussion, without any obligation or cost.

We’re sure you’ll be pleased you did.

We believe that, if you stick to the above initial criteria in the first instance, you should find that you have the best chance of obtaining:

significantly enhanced value in your investments, both at the start and even more so over time
lower overall management charges than retail investors, or those with commission-based advice offerings
a holistic approach to your investment requirements, that evolve over time to meet your changing needs and circumstances

Obtain independent and fee-only financial advice, as this is the only way to be 100% certain that there is no bias even remotely possible in the investment advice being offered to you.

We think your best start will be to ask us what we can do for you. If you would like to know more, then why not complete the form below to get in touch with us for an initial discussion, without any obligation or cost.

We’re sure you’ll be pleased you did.

A Service as Unique as Our Clients

Experience over 37 years tells us that everyone really is different. The complexities of financial planning can seem intimidating, even more so with cross border issues for international expatriates. With the myriad of differing tax rules, investment regulations, and more, it can be extremely challenging to know whether or not your money is working as efficiently as possible for you.

This is where we come in.

With our specialist advice service at Patterson Mills, which is tailored to ensuring you have the best possible chance of financial independence, we are well versed in the differing types of solutions available to you.

There is no one-size-fits-all solution. However, being completely independent, we have ensured that our access to the entire market enables us to offer our Clients a service that is just as distinctive as them.

To find out what you may be missing, get in touch. You have nothing to lose and potentially much to gain.

Wealth Management Independent Portfolio Review Retirement Planning Investing and Risk

Financial Planning

Financial Planning

The Process That Puts You First

Tipping Things in Your Favour

A Service as Unique as Our Clients

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