We are Chartered Financial Planners and Independent Financial Advisers offering bespoke financial solutions to businesses and individuals across the UK.
Integrated holistic financial planning at the forefront, complemented by competitively priced access to premium fund management and whole-of-market UK investments including ISAs, VCTs, and EIS. Our tailored strategies leverage tax-efficient structures to help maximise your returns and support your long-term financial goals.
A cost-effective, end-to-end employee benefits consultancy delivering personalised, comprehensive solutions powered by secure, cutting-edge technology to support and enhance your employee benefits strategy.
Our service is as bespoke as your needs demand, offering complete flexibility alongside secure, state-of-the-art technology that provides 24/7/365 access to everything we do on your behalf. We are relentless in our commitment to delivering a service that is second to none, placing your priorities at the heart of our approach and aligning our objectives fully with yours.
For many, navigating the search for high-quality investment advice can feel overwhelming. Yet selecting the right adviser is one of the most important decisions you can make for your financial future. Drawing on over 39 years of experience, we believe you should only entrust your financial and investment objectives to someone who meets, at a minimum, the following standards:
✔ Is a highly qualified Financial Adviser, ideally a Chartered Financial Planner (the gold standard of professional qualifications), not a salesperson from a product provider, investment manager, or financial conglomerate.
✔ Provides access to wholesale investment pricing, meaning zero investment commissions, ensuring your money is working for you, not anyone else.
✔ Belongs to a truly independent firm, offering holistic financial planning and investment advice across the entire market without limits.
Patterson-Mills are free from ties to any single provider or product range. We only work for you.
If you are looking for a highly qualified, experienced, and dedicated team, get in touch.
We believe that starting with the right advice gives you the best chance of achieving meaningful, long-term outcomes. Whether for your personal finances or your business, working with Patterson-Mills offers you:
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 our website at all, remember it is vital to your wealth that you:
Obtain independent financial advice that does not charge you any commission on any investment product whatsoever, 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.
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 click here to get in touch with us for an initial discussion, without any cost or obligation…we’re sure you’ll be pleased you did.
