Our core value
Experience and qualifications
Edward not only has a plethora of knowledge from extensive experience in many aspects of financial planning, but he also has amongst the widest of professional qualifications and is a Chartered Financial Planner, the Gold Standard in financial and investment planning in the UK today (to find out more about Chartered Financial Planner status, click here).
These also include those from the Personal Finance Society, part of the Chartered Insurance Institute (CII), such as the Pension Transfer Specialist (PTS) qualification G60, residential mortgage qualification (CeMAP from the Institute of Financial Services), additionally being qualified in various advanced diploma level financial planning, investment, taxation and trust qualifications.
Following 21 years as an Independent Financial Adviser, Edward successfully sold his first financial advisory business in 2005. Subsequently, Edward established a private, closed-ended, geared property investment fund, which was closely related to pension fund investment strategies and represented an interesting diversification in the financial sector.
Subsequently, significant developments in the financial advisory sector, in particular the FCA’s new emphasis on quality and value for consumers with the ultimate eradication of investment commissions, created for Edward what he saw as a fantastic opportunity to build a new, 21st century financial planning business.
During early 2011 our fee based practice: Patterson-Mills Financial Planning was established.
With 30 years+ in the Financial Services Industry, Edward has the knowledge, experience and strong desire to make Patterson-Mills Financial Planning one of the most Client-friendly firms in its field. Our whole business model has the Client at its centre and with the use of the latest technology, our service offering is, we believe, second to none.
We believe that Patterson-Mills Financial Planning provides its Clients with:
1) access to some of the very best names in the investment world
2) market-leading Client offering of tailor-made financial solutions
3) personal attention and Client service that is second to none
Our primary focus is on providing our Clients with the best solutions to suit their own individual needs and objectives.
In these times of the more difficult to find inflation-beating returns, it is more important than ever that keeping the costs down for any financial solution is vital to your wealth.
Take a look at our range of services by clicking here: link to our services