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DirectoryFinance & InsuranceFinancial ServicesPréverengesPatterson-Mills Sàrl
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Patterson-Mills Sàrl

Summary

About the company

The company Patterson Mills Sàrl provides financial services, specifically: * Independent wealth management * Financial planning * Pension planning * Investment advice * Risk management * Expatriate services (for foreigners in Switzerland, the UK, and Australia) * Employee and corporate benefits * UK pension transfers * Vested benefits accounts * Pillar 3a pensions * Relocation services (for moves to Switzerland, the UK, or the EU) The core activity of the company is independent financial consulting and wealth management for private individuals and companies.

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Products & services

Industry:Financial Services
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Financial Planning
Independent financial planning and investment advice, including wealth management, retirement planning, estate planning and property finance, with ongoing reviews and cross-border support.
Expatriate Services
Financial planning advice for expatriates, including UK and Australian expatriate support, relocation to and from Switzerland, UK pension transfers and moving EU jurisdiction.
Services for Employers
Employee benefits and workplace financial services for employers, corporations and organisations, including employee financial wellness and corporate employee benefits.
Wealth Management
Independent wealth management advice, investment planning and portfolio support for clients seeking ongoing management of assets.
Independent Portfolio Review
Independent review of investable assets and portfolios, with personal investment reports for clients and advice on portfolio positioning.
Retirement Planning
Retirement planning advice, pension-gap assessment and planning for Swiss, UK and Australian pension arrangements.
Pensions and Pillar 2/3 Planning
Advice on Swiss pension arrangements, including tied and flexible pillar 3a and 3b pensions, pension gaps, tax advantages and regular performance reviews.
UK Pension Transfers
Transfer and advice service for UK pensions, supported for expatriates and cross-border financial planning situations.
Employee Financial Wellness Programme
Workplace financial wellness service to improve employee satisfaction, performance and retention for organisations.
Corporate Employee Benefits
Bespoke employee benefits services for businesses, tailored to organisational needs and staff offerings.
Mortgages
Bespoke mortgage advice and guidance for property purchase and mortgage selection in Switzerland.
Protection and Insurance Planning
Protection planning and insurance advice to cover income, family and property against sickness, death and other financial risks.
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Location

Chemin des Condémines 24 B
1028 Préverenges

At a glance

Legal form
Limited Liability Company
UID
CHE-180.432.708
Founded
2020 · 6 years
Last commercial register change
February 16, 2023
Employees
1 to 10

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