We are
Patterson Mills

The people here to help you reach your financial goals.

We are
Patterson Mills

The people here to help you reach your financial goals.

Edward Mills

Managing Director, Chartered Financial Planner

Edward has over 35 years’ experience in financial advisory services, private client and also property businesses and co-founded Patterson-Mills in 2011. Having become a Chartered Financial Planner in 2012, being highly experienced in wealth management, Edward is responsible for the strategic management of the Business. This includes the development of our employee benefits proposition from the start, designed in such a way so as to complement the financial planning / wealth management side to the Business.

Over the years, Edward has continued to advise Private Clients in all aspects of wealth management / complex financial planning, from tax-efficient structure to accumulate wealth, to investment strategies to facilitate the decumulation of it, for our Clients in retirement.

In his spare time, Edward is a keen strategy board-gamer, wine enthusiast and Francophile – he even met his Wife way back in 1988 “on the piste”, skiing ‘en France’.

Jeanette Mills

Co-Director

Jeanette has over 25 years’ experience in the financial services sector, covering both private client and corporate employee benefits and co-founded Patterson-Mills in 2011.

A qualified Private Secretary, Jeanette heads up the operations at Patterson-Mills, with a special interest in all things Auto-enrolment, as well as oversight of all aspects of the administrative areas of the Company.

It was following over 10 years’ experience in the automotive industries, including private and public sectors, Jeanette ‘discovered’ financial services. The necessary attention to detail and a keen stamina to ensure the Company stays on-track with its business obligations to Clients, both Private and Corporate alike, makes Jeanette’s input invaluable in an ever-changing industry and regulatory framework.

In her spare time, Jeanette is a keen Francophile, fitness fan and foodie.

Sophie Causer

Head of Australian Advisory Operations

Sophie has extensive experience in wealth management and financial advice processes, having honed her skills through comprehensive involvement in the management of business development, Client relationships and now providing key services to Australians in Switzerland, allowing them to maximise their financial opportunities whilst overseas.

After graduating from the University of Sydney with a Bachelor of International and Global Studies (majoring in European studies), Sophie completed a Master of International Law, also at the University of Sydney, and subsequently went on to continue working in Australia before coming to Switzerland. 

Coming from Australia herself, Sophie brings a wealth of knowledge of the financial, legal and transitional requirements of Australians moving to and from Switzerland and works closely with our partners in Sydney to ensure our Clients benefit from distinctive and efficient solutions.

Charles Mills

Wealth Management and Financial Planning Adviser

Charles has been at Patterson Mills since 2016, initially in a part-time role when his natural capability with the IT side of life meant that operating our website and associated activites (e.g. group e-mails for employee benefits Clients etc) was a natural fit.

In financial advisory businesses across Switzerland, the majority are smaller companies and the technology / website management role is not always clearly defined, let alone having any strategic influence on business operations. Charles brought a keen focus on the benefits of using technology efficiently and effectively, to the great benefit of assisting with growing the Business and to the enhanced convenience of our existing and future Clients.

After graduating from the University of Leicester in 2020, Charles worked towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS) and became a valuable permanent member of our team, continuing our high levels of service in wealth management and employee benefits services.

Outside of the office, Charles loves travelling, wine and cheese.  Having visited vineyards from a tot upwards (with careful parental guidance back then!), Charles has latterly visited a multitude of wine regions, from France, Australia, Italy and Sicily, to his latest discovery in mid-2021, visiting the wonderful (and somewhat unknown) wine regions of Switzerland.

Sophie Mills

Marketing and Design Manager

Initially working part time with Patterson-Mills Financial Planning in the UK, providing freelance graphic design and marketing services since 2013, Sophie has taken a more central role in our operations since the growth into Switzerland and beyond.

Following her graduation from Aylesbury College in Visual Arts and her graduation from Exeter University in Business Management and Marketing with French (BA) in 2017, Sophie has worked alongside UK start-ups and global organisations to support, drive and evolve their digital marketing and design capabilities. An invaluable resource in Patterson Mills operations, Sophie is a true Swiss Army Knife – photography, videography, graphic design, website design and build, branding and digital marketing – she does it all.

In her spare time, Sophie volunteers with the British Swiss Chamber of Commerce Young Professionals Group to organise and manage networking events for young professionals across Geneva. At the weekends you can find her playing guitar, wind surfing or watching Youtube.

Managing Director, Chartered Financial Planner

Edward has over 35 years’ experience in financial advisory services, private client and also property businesses and co-founded Patterson-Mills in 2011. Having become a Chartered Financial Planner in 2012, being highly experienced in wealth management, Edward is responsible for the strategic management of the Business. This includes the development of our employee benefits proposition from the start, designed in such a way so as to complement the financial planning / wealth management side to the Business.

Over the years, Edward has continued to advise Private Clients in all aspects of wealth management / complex financial planning, from tax-efficient structure to accumulate wealth, to investment strategies to facilitate the decumulation of it, for our Clients in retirement.

In his spare time, Edward is a keen strategy board-gamer, wine enthusiast and Francophile – he even met his Wife way back in 1988 “on the piste”, skiing ‘en France’.

Co-Director

Jeanette has over 25 years’ experience in the financial services sector, covering both private client and corporate employee benefits and co-founded Patterson-Mills in 2011.

A qualified Private Secretary, Jeanette heads up the operations at Patterson-Mills, with a special interest in all things Auto-enrolment, as well as oversight of all aspects of the administrative areas of the Company.

It was following over 10 years’ experience in the automotive industries, including private and public sectors, Jeanette ‘discovered’ financial services. The necessary attention to detail and a keen stamina to ensure the Company stays on-track with its business obligations to Clients, both Private and Corporate alike, makes Jeanette’s input invaluable in an ever-changing industry and regulatory framework.

In her spare time, Jeanette is a keen Francophile, fitness fan and foodie.

Head of Australian Advisory Operations

Sophie has extensive experience in wealth management and financial advice processes, having honed her skills through comprehensive involvement in the management of business development, Client relationships and now providing key services to Australians in Switzerland, allowing them to maximise their financial opportunities whilst overseas.

After graduating from the University of Sydney with a Bachelor of International and Global Studies (majoring in European studies), Sophie completed a Master of International Law, also at the University of Sydney, and subsequently went on to continue working in Australia before coming to Switzerland. 

Coming from Australia herself, Sophie brings a wealth of knowledge of the financial, legal and transitional requirements of Australians moving to and from Switzerland and works closely with our partners in Sydney to ensure our Clients benefit from distinctive and efficient solutions.

Wealth Management and Financial Planning Adviser

Charles has been at Patterson Mills since 2016, initially in a part-time role when his natural capability with the IT side of life meant that operating our website and associated activities (e.g. group e-mails for employee benefits Clients etc) was a natural fit.

In financial advisory businesses across Switzerland, the majority are smaller companies and the technology / website management role is not always clearly defined, let alone having any strategic influence on business operations. Charles brought a keen focus on the benefits of using technology efficiently and effectively, to the great benefit of assisting with growing the Business and to the enhanced convenience of our existing and future Clients.

After graduating from the University of Leicester in 2020, Charles worked towards the CII Level 4 Diploma in Regulated Financial Planning (DipPFS) and became a valuable permanent member of our team, continuing our high levels of service in wealth management and employee benefits services.

Outside of the office, Charles loves travelling, wine and cheese.  Having visited vineyards from a tot upwards (with careful parental guidance back then!), Charles has latterly visited a multitude of wine regions, from France, Australia, Italy and Sicily, to his latest discovery in mid-2021, visiting the wonderful (and somewhat unknown) wine regions of Switzerland.

Marketing and Design Manager

Initially working part time with Patterson-Mills Financial Planning in the UK, providing freelance graphic design and marketing services since 2013, Sophie has taken a more central role in our operations since the growth into Switzerland and beyond.

Following her graduation from Aylesbury College in Visual Arts and her graduation from Exeter University in Business Management and Marketing with French (BA) in 2017, Sophie has worked alongside UK start-ups and global organisations to support, drive and evolve their digital marketing and design capabilities. An invaluable resource in Patterson Mills operations, Sophie is a true Swiss Army Knife – photography, videography, graphic design, website design and build, branding and digital marketing – she does it all.

In her spare time, Sophie volunteers with the British Swiss Chamber of Commerce Young Professionals Group to organise and manage networking events for young professionals across Geneva. At the weekends you can find her playing guitar, wind surfing or watching Youtube.