Unlock the full potential of your success as a Company Director!

Your professional achievements deserve financial strategies as exceptional as your leadership, including tailored retirement planning for business owners. like you. At Derek Mills Wealth Consultancy, we specialise in guiding high-net-worth directors through the intricate landscape of wealth management, aiming to provide an income that will become a source of enduring prosperity.

Strategic Planning Tailored to Directors

Imagine a bespoke financial plan tailored to your unique goals. One that not only structures a tax-efficient pay package but also navigates the complexities of Corporation Tax and explores innovative avenues, such as pension schemes, which can include commercial property (this will involve the use of a Self Invested Personal Pension and there are strict rules governing what property can be held and how).

Our expertise extends to tax-efficient alternatives, bonus and salary sacrifice, and initiating trust and estate planning to create a lasting legacy. We also support directors with access to a dedicated financial tax adviser*, ensuring every element of your remuneration and investment strategy is optimised for your personal and business goals.

Retirement Planning for Self-Employed Company Directors

Retirement often takes a different form for business owners and company directors. That’s why we offer tailored guidance on business owner retirement plans.

Whether you’re drawing dividends, receiving bonuses, or reinvesting profits, we help create a flexible retirement plan that balances tax efficiency today with income security for tomorrow. All guided by the expertise of a financial tax adviser* who understands the unique needs of self-employed professionals. From bespoke pension strategies to business exit planning*, our role is to align your personal goals with your professional success.

Your Financial Future, Powered by Expertise

Your personal financial well-being is not just about securing your future; it's integral to the ongoing success of your company. We are your partners, offering personalised advice that goes beyond managing finances; it's about amplifying the impact of your success.

Take the next step toward financial empowerment - contact us today, and let's create a financial journey that reflects the excellence of your leadership.

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.

*Please note that advice with regard financial tax and exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.

Trusts are not regulated by the Financial Conduct Authority.