Imagine a partnership that goes beyond spreadsheets and numbers – a collaboration where we delve into the essence of what’s truly important to you. We specialise in the art of bespoke advice, meticulously tailoring each recommendation to reflect your unique journey and aspirations. It's not just about managing wealth; it's about sculpting a future that resonates with your dreams. Join us on this transformative journey.
Located in the heart of Solihull, our team at Derek Mills Wealth Consultancy brings together over a century of collective expertise to guide clients through every facet of their financial journey. Whether you're a thriving corporation or a private high net worth individual, we specialise in providing tailored and pragmatic advice across Investment Planning, Pension Planning, and Estate Planning
We're not just about numbers; we're about understanding your unique aspirations. In collaboration with both large enterprises and discerning individuals, we offer invaluable insights into Inheritance Tax Planning, Retirement Planning, and Investment Planning. Our dedication lies in discovering the personal values and objectives of each client, allowing us to craft strategies that not only align with those values but also foster lasting financial prosperity.
Let's embark on a journey together, where your financial goals become our mission. Contact us today, and let's build a future that reflects your vision and trust in us.
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.