Our Approach: A Plan Built Around Your Life
At Derek Mills Wealth Consultancy, we don’t start with products or performance charts; we start with your life. The people who rely on you, the decisions coming up, and the things you’d struggle to replace if they disappeared.
Our first job is to listen properly, so we understand what “good” looks like for you. Whether that’s more time, more security, more choices, or simply fewer financial loose ends.
In our first meeting, we’ll map what’s changing, what needs protecting, and what you want next. Then you’ll receive a clear written summary of priorities and next steps, in plain English, so you know exactly what happens from here.
Bringing Your Wealth Together
Over time, it’s common for finances to become spread across different accounts, old policies, half-finished plans and “we’ll sort it later” decisions. We bring everything into one clear view so you can make good decisions with confidence.
That includes investments, savings, retirement planning, protection, tax planning and legacy planning, all connected into one joined-up strategy.
You’ll always know what we’re recommending, why it matters, and what we’re reviewing next. And when we say bespoke, we mean it’s built around your priorities, your pace, and how involved you want to be.
Calm Guidance, Year After Year
We know that clients value Derek as a steady hand through change. When you’ve worked with someone for years, you don’t have to keep reintroducing your family, your business, or the decisions you’re carrying. The context is already there.
Whether you’re growing a business, considering a sale, changing roles, supporting children, helping parents, or heading towards retirement, you’ll have calm, straight-talking guidance and practical next steps.
Many clients stay with Derek for decades because they value that consistency and the peace of mind that comes from being properly understood.
When Your Plan Matches Your Values
Wealth is very personal, and for some people it provides the freedom to step back from work. For others, it’s simply knowing their family is protected, the business is secure, and retirement won’t be a question mark.
Our role is to turn what matters to you into clear priorities, then build a plan that supports them in real life, not just on paper.
We know that “true wealth” isn’t only what you have. It’s the feeling of being steady on your feet, secure, in control, and able to make decisions without that constant background worry.
Your Next Chapter, Properly Planned
Your journey is unique, so your plan should be too. Therefore, we tailor our work to your vision, responsibilities, and decision-making style.
The aim is simple: you feel confident about where you’re heading, you understand what your money is doing and why, and you can focus on what matters most - knowing your financial position supports you and your family.
Testimonials
