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Thomas Mills

Financial Planning Consultant DipPFS in Waddesdon

A little bit about Thomas

I have been in the financial services industry for more than 15 years, gaining a wealth of knowledge in many areas.

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

I am a husband and father to two daughters, and when I’m not spending my spare time with them, I can usually be found on the golf course or exploring the Chiltern Hills countryside with my dog.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

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

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 Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.