Skip to main content
Search

Thomas Mills

Financial Planning Consultant DipPFS in Waddesdon

A little bit about Thomas

Thomas has been in the Financial Services industry for over 15 years gaining a wealth of knowledge in many areas.

Thomas is an expert in pensions, investments and inheritance tax planning, helping clients through all stages of their wealth cycle. His main focus is always ensuring the best outcomes for his clients whether that be in terms of income, advantageous tax planning or planning for generational wealth. Thomas is adamant that building client focused, long term, relationships with his clients helps to ensure that they get the most desirable outcomes and are in the best position to make informed decisions dependent on their individual circumstances. This bespoke approach ensures that Thomas’ clients and their financial considerations are always at the heart of any advice he gives.

Thomas is a husband and father to two daughters and when he’s not spending his spare time with them he can usually be found on the golf course or exploring the Chiltern Hills countryside with his dog.

Start the conversation

Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today

Graphic of a man relaxing on the beach next to a pile of coins

Spend wisely and save smartly

June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.

While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.

It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*

Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.

Click on the contact me today button at the top of my profile to discuss how I can help you.

*Source: HMRC 

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.