To adapt the well-known Chinese proverb: The best time to take an active interest in your pension fund was 20 years ago and the next best time is today!
To adapt the well-known Chinese proverb: The best time to take an active interest in your pension fund was 20 years ago and the next best time is today!
Planning for financial independence is one of life’s essentials, and your pensions are a key tool to get you there.
Let’s face it, at some stage in life we will wish to (or have to) stop working and so having enough financial resources at that time will be vital. It is widely accepted that no State provides enough retirement income, nor is that income necessarily payable at your the age that you would wish to wait to receive them, either.
We think that the message is clear: planning and investing is, for almost everyone, the best way by far to ensure the most financially independent retirement, and one you can enjoy at a time that you choose.
At Patterson Mills, we design personalised, strategic retirement investment plans tailored to your specific needs and personal circumstances.
Our straight-forward 3-step process works as follows:
We call this your Strategic Retirement Plan.
Your Plan outlines how you can address immediate, medium-term and long-term needs, optimised by our recommended investment strategy, with full details of our recommendations and the underlying portfolio of investments.
We provide a follow-up meeting to ensure the complete comprehension of everything in your Plan and take the time to consider and answer any questions that may arise. This follow-up meeting is without obligation or additional cost to you.
Subject to your approval, we then assist in implementing your Plan as a new private client at Patterson Mills.
Once underway, your Strategic Retirement Plan needs to be monitored and reviewed regularly, which is part of our overall Financial Planning Service. This is vital to the success of the Plan, in meeting your goals and objectives.
Because our service is wholly independent, we do not rely upon selling a product to you. Instead, we focus upon providing you with the most appropriate advice for your needs, with only your interests at the centre of any proposition. We pride ourselves on providing you with professional guidance of the highest standard, to which our Clients are accustomed.
To benefit from our bespoke Strategic Retirement Plan service, and all that this offers, we charge a transparent flat fee which is then only payable after you have received your report.
This report fee is fully credited to you, should you choose to become a private client of Patterson Mills within 6-months of the report date.
L'expérience acquise au cours des 37 dernières années nous montre que chaque personne est vraiment différente. La complexité des pensions et de la planification de la retraite peut sembler intimidante, surtout lorsqu'il s'agit de questions transfrontalières pour les expatriés internationaux. Avec la myriade de règles fiscales différentes, les réglementations en matière d'investissement, etc., il peut être extrêmement difficile de savoir si votre argent travaille ou non de la manière la plus efficace possible pour vous.
C'est là que nous intervenons.
Grâce au service de conseil spécialisé de Patterson Mills, qui vise à vous donner les meilleures chances d'indépendance financière à la retraite, nous connaissons bien les différents types de solutions qui s'offrent à vous.
Il n'existe pas de solution unique. Cependant, en étant totalement indépendants, nous avons veillé à ce que notre accès à l'ensemble du marché nous permette d'offrir à nos clients un service tout aussi distinctif qu'eux.
Pour savoir ce qui vous manque peut-être, contactez-nous. Vous n'avez rien à perdre et potentiellement beaucoup à gagner.
Planification Financière Comptes de libre passage Pillar 3a Pensions Vested Benefits Transfers Transferts de pensions au Royaume-Uni
Patterson-Mills Sàrl is powered by Lawsons Network and operates as an Appointed Representative. We benefit from their regulatory infrastructure and cutting-edge software, enabling us to safeguard and enhance your wealth. Lawsons Network AG, Company No. CHE-394.490.386, Rue Neuve-du-Molard 19, 1204 Genève, Switzerland. Lawsons Network AG is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA – F01379525), a member of the Client Advisors register at Association Romande des Intermédiaires Financiers (ARIF – 32974) and affiliated to Organisme de Surveillance pour Intermédiares Financiers & Trustees (SO-FIT) as an SRO – Affiliate No. 1202.
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