We offer an extensive range of financial services which includes but is not limited to, wealth management, retirement planning, estate planning, property finance and many international services.
We offer an extensive range of financial services which includes but is not limited to, wealth management, retirement planning, estate planning, property finance and many international services.
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If you are searching for an option that is not listed above, please do not hesitate to get in touch. We are confident that we can offer the service you are looking for.
Edward is the ultimate FA! He is superbly qualified so can offer excellent advice to all of our staff. In addition he and his team offer exemplary Customer service – nothing is too much trouble to get the job done on time and to the highest quality. Our Employees have nothing but praise for Edward’s services over the last 2 years, and from a business perspective he supports us and provides good value for money. He is an excellent business partner to have and I would recommend his services to any organisation.
There are various ways in which a family and individuals can protect themselves. Due to the large range of products available, there is usually an appropriate policy for most circumstances, and most budgets. We can help with many ways to protect your family and your standard of living when you need it most. Financial products are sometimes at their most useful when they are protecting our families, our incomes, or our property.
Whilst you are a healthy working person with your desired income, you may feel fairly confident that you can provide for yourself or your family, but your finances may be more delicate than you imagine. This is why we maintain the belief that you should not just grow your wealth, via investment or other means, but also make sure you protect yourself and your family with insurance.
Despite insuring ourselves against an undesirable event, such as sickness or death, being an unpleasant thing to think about, the benefit of being able to set financial issues aside at emotionally difficult times cannot be overlooked for your own piece of mind. We strongly suggest not putting this off until the last minute.
Mortgages are one of the largest single transactions in most people’s lives. Buying a property can be a stressful and time-consuming experience, which is why we offer you bespoke mortgage advice and guidance through the process.
Nowadays, the financing of a mortgage is a case of finding and selecting the most suitable mortgage, rather than simple accepting a lender’s offer. With just over CHF 1 billion tied up in domestic mortgage loans in 2019, the Swiss mortgage market is rather sizeable. Despite this, Switzerland has strict lending rules that mean it can be harder than you may think to get a Swiss mortgage with a small deposit.
Banks often ask for a deposit of at least 20% of which 10% must be paid in cash rather than assets. However, do not fear, as there is an upside. Once you have your mortgage, monthly repayments are generally manageable and some terms can extend even beyond 50 years. So, put all worries aside and get in tough with us so we can take complications and stress off of your shoulders and work with you to attain your dream home.
There are many different ‘tools’ used to save for retirement. We are highly specialised in explaining, planning and recommending pensions for you and offer regular performance review services. We offer services for the Swiss pensions system and can also accommodate UK and Australian pensions via our UK branch and Australian Partners in Sydney.
It is an exciting prospect to be able to retire and to finally do all the things that you have always wanted to do. To ensure that this dream becomes a reality, we are here for you. We can discuss any potential pension gaps, tied (3a) or flexible (3b) pillar pension, restrictions, tax advantages, and more, to make sure your retirement comes with no unwanted surprises.
The amount of money you will need in retirement is dependent on the lifestyle you wish to have. We can help you understand your priorities, see if you are on track to meet your desired lifestyle, and propose distinctive bespoke solutions if there is any shortfall.
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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