Secure Your Legacy. Protect What Matters Most.
Private wealth advice for individuals and families who want control, structure and continuity.
Managing significant wealth isn’t just about performance, it’s also about responsibility. Responsibility to your family, your values, and the future you want your wealth to support.
At Derek Mills Wealth Consultancy, we work with private clients who want a more considered, relationship-led approach to wealth planning. You may be thinking about inheritance tax, estate structuring, or passing wealth across generations. Rest assured, our team has the experience to help you make confident decisions that stand the test of time.
Who We Work With
This service is designed for private clients who:
- Have accumulated personal or family wealth
- Are concerned about inheritance tax and estate complexity
- Want understanding around succession and long-term planning
- Prefer one-to-one advice rather than an off-the-shelf solution
- Value a long-term relationship with a trusted adviser
If your wealth brings opportunity and complexity, this page is for you.
A Personal, Relationship-Led Approach
For private clients, advice isn’t transactional, it’s personal.
Derek works closely with you to understand:
- your family structure
- your priorities and concerns
- how you want your wealth to be used, now and in the future
From there, advice is shaped around your life, not the other way around.
Our role is to bring alignment to complex decisions, helping you move forward with confidence and purpose.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Inheritance Tax & Estate Planning
Succession Planning
Multi-Generational Wealth Planning
Holistic Wealth Management
Why Work With Derek Mills Wealth Consultancy?
- Advice shaped around you - Every recommendation is bespoke, reflecting your circumstances, priorities, and family dynamics.
- Clarity in complex situations - We simplify decision-making, helping you understand your options and their long-term impact.
- A long-term advisory relationship - We work with private clients over years, often generations, providing continuity and trusted guidance.
- Established experience - With over 27 years of experience advising high-net-worth individuals, Derek brings insight, discretion, and perspective.
- Local, trusted support - Based in Solihull, we work with private clients across the midlands combining personal service with national expertise.
Supporting Private Clients in Solihull, Birmingham and Beyond
From our base in Solihull, we advise private clients across the West Midlands, Birmingham, Warwickshire, Worcestershire, and surrounding areas.
Whether you are:
- restructuring your estate
- planning for succession
- or seeking greater confidence around long-term wealth decisions
Our advice helps ensure your wealth is protected, structured, and aligned with what matters most to you.
Ready to Take the Next Step?
If you would like a conversation about your circumstances and how we work with private clients, we would love to speak to you.
Call 0121 663 1296 or contact us using the form.
