{"id":12803,"date":"2024-02-13T19:51:07","date_gmt":"2024-02-13T18:51:07","guid":{"rendered":"https:\/\/pattersonmills.ch\/?page_id=12803"},"modified":"2025-03-12T11:55:42","modified_gmt":"2025-03-12T10:55:42","slug":"financial-planning","status":"publish","type":"page","link":"https:\/\/pattersonmills.ch\/fr\/financial-planning\/","title":{"rendered":"Planification Financi\u00e8re"},"content":{"rendered":"
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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.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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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.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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The Process That Puts You First<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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For many people, the task of being sure of finding quality independent financial planning and investment advice often\u00a0seems daunting, yet choosing the right Adviser is absolutely\u00a0vital to your wealth<\/em>.\u00a0<\/p>

It is our belief, from over 39 years\u2019 experience, that you should only discuss your financial and investment objectives with someone who, at the very least, meets all<\/strong><\/em>\u00a0<\/span>of the following criteria:<\/span><\/p>

  1. is a highly qualified Financial Adviser,\u00a0preferably a Chartered Financial Planner, being the pinnacle of qualifications in the field,\u00a0not 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<\/li>
  2. is a Financial Adviser offering you \u2018wholesale investment pricing\u2019 \u2013 i.e.\u00a0absolutely zero investment commissions<\/li>
  3. 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 \u2013 no \u2018halfway house\u2019 being independent for one type of advice area and only, say, so-called \u201cbest of breed\u201d for another<\/li><\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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    Tipping Things in Your Favour<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    We believe that, if you stick to the abo<\/strong>ve initial criteria in the first instance, you should find that you have the best chance of obtaining:<\/strong><\/p>

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

      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:<\/p>

      Obtain independent and fee-only financial\u00a0advice, 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.<\/strong><\/p>

      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\u00a0initial discussion, without any obligation or cost.<\/p>

      We\u2019re sure you\u2019ll be pleased you did.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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      We believe that, if you stick to the abo<\/strong>ve initial criteria in the first instance, you should find that you have the best chance of obtaining:<\/strong><\/p>\n

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

        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:<\/p>\n

        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.<\/strong><\/p>\n

        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.<\/p>\n

        We\u2019re sure you\u2019ll be pleased you did.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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