A steady, personal approach to wealth planning

Derek Mills Wealth Consultancy is a Wealth Management Practice based in Solihull. People usually come to us because they want a trusted person to help them make decisions they feel good about, without jargon, and without being pushed.

You might be calling because something is changing: retirement is getting closer, your business has grown quickly, you’re thinking about a sale, the children are becoming more independent, or you’re starting to support your parents more. Or it might simply be that your finances have built up over time, and you want them brought together into one clear plan.

Either way, we start in the same place: understanding what matters to you, what you want to protect, and what’s coming up next. From there, we’ll look across your investments, pensions and estate planning and set out the actions in a straightforward way. You’ll know what we’re recommending, and you’ll understand the reasons behind it.

If you’d like to talk it through, get in touch. The first step is just a conversation, where you are now, what you want to achieve, and what a sensible next move looks like.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.