We call this your Patterson Mills 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.