Wealth Management

To view our free PDF Guides, please scroll to the bottom of this page.

This service is for high net worth individuals with joint net assets of at least £1m, with minimum investable funds of £300,000 (this may be a combination of existing equities, pension funds and non-pension other investments, such as ISAs and investment bonds etc…).

Our Client Agreement outlines our wealth management service in detail, to request a copy please complete our Contact Form by clicking this link: contact form

We take time to first understand your existing investments, financial situation and objectives for the short, medium and longer term.  We then analyse how all of your existing investments have performed and how well they match your objectives, including your risk parameters.  We can then make our financial planning and investment recommendations.

Our investment management approach

This is the absolute key to wealth management success.  The Patterson-Mills Investment Management Approach (IMA) is truly distinct in itself and is an approach that is:

  • Clearly defined – looking at your own individual circumstances and objectives
  • Measurable – against key recognised benchmarks, chosen to match your objectives and level of risk
  • Consistent – monitored and managed within parameters agreed at outset, regularly reviewed and amended as circumstances and your objectives change over time

This ensures you always remain in control and, when combined with the latest technology and 24x7x365 online access to all your investments and our reports, we firmly believe that you will love our Service.

How our wealth management service works

The start point is to provide you with our bespoke and fully personalised Patterson-Mills Financial Planning Report, which uses the ISO 22222 guidelines at its core.  The financial planning process is defined in the internationally recognised standard created in 2005, ISO 22222.

This standard clearly defines the six steps of the financial planning process, as follows:

i) Establish & define the Client and Financial Planner (Adviser) relationship (e.g. scope, costs and payment);

ii) Gathering of Client data and determining goals and expectations

iii) Analyse and evaluate Client’s financial status

iv) Development and provision to Client of the Financial Plan by the Adviser

v) Implement the financial planning recommendations

vi) Monitor the plans in place by way of regular review and amendment as necessary to remain on course

Download our free PDF Guides on Wealth Management:

Preserving Your Wealth for the Next Generation

Making Your Wealth Last For You and Future Generations

Finance Advice that Adapts as Your Needs Change Over Time

Creating an Integrated and Coordinated Approach to Managing Your Wealth

Optimising Your Tax Position is Paramount in the Run-Up to the Financial Year End