Charles Mills, Employee Benefits and Wealth Management 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 the UK, 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.Back to Our Team Page