Our Approach: Guiding You Toward Financial Freedom and Fulfilment

Nobody does it like us 

At Derek Mills Wealth Consultancy, we believe that true financial success is about more than just numbers. It's about aligning your financial strategies with your deepest values and life goals. Our approach is centered around creating lasting relationships, where we take the time to understand what truly matters to you, both now and in the future.

A Holistic Strategy:

First, we look at you, then we look at your financial life as a whole, your investments, savings, legacy planning, and more, ensuring that every decision supports your long-term vision and values. Our bespoke wealth management solutions are tailored to your unique needs, built on a foundation of trust, transparency, and a commitment to your success.

Authentic Partnership:

For over 30 years, we’ve partnered with clients who seek more than just financial advice. We work with you as trusted advisers, guiding you through life’s financial challenges with clarity and insight. We pride ourselves on fostering genuine, long-term relationships, supporting you in making informed decisions that are not just financially sound but also aligned with your values and aspirations. This is why many of our clients have been with us for 1, 2 or 3 decades.

True Wealth is More Than Money:

We understand that wealth is about achieving balance, whether it’s protecting your family’s future, growing your business, or planning a meaningful legacy. Through expert planning and personalised strategies, we help you achieve financial freedom while living your life on your terms. After all, true wealth is not just measured by what you have, but by the peace of mind and fulfilment that comes with living authentically.

Your Future, Our Priority:

Every client’s journey is different, and we tailor our approach to suit yours. Our goal is to provide you with the confidence and freedom to focus on what matters most, knowing your financial future is secure, your goals are within reach, and your legacy is protected. In this way, you get to live the life you desire, knowing that your financial position supports you and your family.

 


Testimonials

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Ever since we met Derek Mills at a seminar, he has always treated us as valued clients. Regardless of our varying personal circumstances, he has offered the highest quality support, advice and financial planning, tuned to our needs. We trust Derek and St. James's Place to achieve our future financia...
JS| Self Employed, Stratford-upon-Avon
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