Secure Your Legacy, Protect Your Wealth
Where your financial aspirations are transformed into a lasting legacy.
At Derek Mills Wealth Consultancy, we understand that managing wealth is not just about numbers – it’s about family, values, and legacy. Whether you’re planning your estate, optimising your financial future, or ensuring your wealth is passed on to loved ones, we offer bespoke solutions tailored to your needs.
As a trusted Partner to private clients in Birmingham, we bring clarity and confidence to complex financial decisions, supporting high net worth individuals who want to create impact. We work with you to navigate inheritance tax planning, estate planning, and financial strategies that help protect and grow your wealth, now and for generations to come.
We’ll help you communicate your legacy clearly, ensuring it’s used in the way you envision.
Our holistic approach supports your lifestyle, family life, and professional interests, empowering you to focus on what matters most. Let us help you build a secure, lasting legacy for the future.
Expert Guidance, Lasting Impact
Choosing the right wealth Partner is about more than just financial expertise; it’s about trust, insight, and a deep understanding of what truly matters to you. At Derek Mills Wealth Consultancy, we go beyond conventional services to deliver personalised, high-touch private wealth management in Birmingham.
We combine local insight with national expertise to help you take control of your financial journey with precision and purpose.
Why Choose Us?
- Preserve and grow your wealth – Tailored financial strategies designed to safeguard and enhance your assets for future generations.
- Estate and Inheritance Tax Planning – Navigate complex tax structures with expert advice to ensure your wealth is passed on efficiently.
- A legacy that reflects your values – We help you structure your wealth to align with your family’s needs, ensuring it is used as you envision.
- Holistic Wealth Management – A personalised, relationship-driven approach that integrates estate planning, tax efficiency, and investment planning.
Over 27 years of trusted expertise – A specialist team dedicated to serving high-net-worth individuals with bespoke financial solutions.
Supporting Private Clients in Birmingham and Beyond
Based in the Midlands, we proudly work with private clients across Birmingham, Warwickshire, Worcestershire and surrounding areas, offering intelligent, relationship-based advice grounded in discretion and long-term thinking. Our experience in private wealth Birmingham services ensures that every plan we create is aligned with your financial ambitions and family values.
Whether you are preparing for succession, restructuring your estate, or protecting capital, our guidance helps ensure your wealth is preserved, structured, and passed on with clarity 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.
Request contact
Please complete the form below to request contact.Minimising Inheritance Tax (IHT) Exposure
Plan Ahead, Protect Your Legacy
Inheritance tax is a concern for many high-net-worth individuals. Without careful planning, your estate could face significant tax liabilities, reducing the wealth passed on to your loved ones. At Derek Mills Wealth Consultancy, we offer strategic advice to minimise IHT exposure and help you keep more of your wealth within the family. Discover how tailored solutions can protect your legacy and ensure your beneficiaries receive the inheritance you intend.
Succession and Estate Planning
Ensure Your Wealth is Preserved for Future Generations
Passing on your wealth isn’t just about the financial value; it’s about preserving your family’s legacy and maintaining harmony. Whether it’s structuring your estate or guiding future generations, our expert advice helps ensure your wealth and values are passed down smoothly. We provide personalised estate planning strategies that align with your goals, protecting your family’s future and avoiding potential disputes.
Managing Wealth Across Generations
Safeguard Your Family’s Financial Future
Managing wealth over multiple generations comes with unique challenges. From helping your children and grandchildren to be financially secure, to making your wealth last, we work with you to create a strategy aiming to preserve and grow your wealth for the long term. With our holistic approach, we focus on family dynamics, professional interests, and tax-efficient planning to safeguard your legacy.
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.
Testimonials
Ready to Take the Next Step?
We would love to help you secure your financial future and preserve your legacy. Contact us today to schedule a personalised consultation and discover how our tailored wealth management solutions can meet your unique needs.
Call us now at 0121 663 1296 or fill in the form above.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
