Derek Mills

'Nobody does it like us' With three decades of experience in financial services and a deep understanding of wealth management, I have dedicated the past 20 years to empowering High Net Worth and Ultra High Net Worth individuals, as well as SMEs, to achieve their financial goals. My passion lies in creating bespoke strategies that not only grow and protect wealth but also secure financial legacies for future generations. I have been a Bank of England panellist and speak globally on the subject. From investments and pensions (both pre- and post-retirement) to wealth protection and inheritance tax planning, I offer a comprehensive suite of services tailored to meet the evolving needs of my clients. Every financial journey is unique, and I am committed to providing the expert guidance needed to navigate complex financial landscapes with confidence. As a Managing Partner Practice of St. James's Place, based in Solihull, my approach is centred on building long-term relationships, offering personalised advice, and becoming a trusted financial partner for life. My clients appreciate the security and peace of mind that come with having a dedicated advisor who truly understands their financial aspirations and challenges. 'Nobody does it like us' Ready to take the next step in your financial journey? Contact me today to discover how I can help you build, protect, and enjoy your wealth for generations to come. More details are available on my website: www.derekmillswealth.co.uk 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 01/10/2024