Derek Mills Wealth Consultancy
Our team
IN PARTNERSHIP WITH Söderberg & Partners Financial Planning
About Söderberg & Partners Financial Planning
At Söderberg & Partners Financial Planning, we believe in building lasting relationships rooted in openness, personal service, and transparency. When your advisor is part of our network, they can focus on what matters most: you.
By minimising administrative tasks and risks through advanced technology used across Europe, we empower our advisors to spend more time understanding your unique goals and delivering tailored solutions. We also know that great outcomes depend on great communication – so keeping you informed, involved, and confident at every stage is central to how we work.
As part of a leading organisation, you enjoy the advantages of scale – access to expertise and resources – while your advisor remains personal, and dedicated to delivering strong client outcomes and helping you reach your financial goals with genuine care.
Behind your advisor stands a leading European financial services group with a strong track record. Founded in Sweden in 2004 as a team of nine analysts, Söderberg & Partners has grown into an organisation of over 5,590 employees across eight countries, with £95 billion in assets under advice, turnover of £973 million, and £6.8 billion in gross written premiums (2025). The group’s ownership is shared between Mr. P-O Söderberg, the founders and management, and two renowned international financial investors – KKR & TA Associates.
For thirteen consecutive years, the group has been rated number one for customer satisfaction in its home market – a reflection of the same commitment to quality, openness, and personal service that defines how we work in the UK. Söderberg & Partners entered the British market in 2024, investing in and partnering with financial advisers to help them deliver real value to their clients.
* Figures from Söderberg & Partners’ 2025 annual report.
** Figures per category are rounded to the nearest SEK 10 billion. Financial figures are reported in SEK, the company’s reporting currency, and have been translated into GBP using a fixed year-end 2025 exchange rate of 1 GBP = 12.4031 SEK for all periods.
Our team
Meet the people behind your plan
Derek Mills
Principal and Wealth Management Adviser
Derek is the Principal of Derek Mills Wealth Consultancy and an internationally recognised speaker who has addressed organisations including the Bank of England and the Financial Conduct Authority. He is a bestselling author of The 10-Second Philosophy® and a former Magistrate. He is also an ambassador for anti-trafficking charity Justice & Care and was honoured with a Fellowship of the Duke of Edinburgh’s International Award in 2016.
With more than 30 years’ experience in financial services, he has built a practice defined by authenticity, strong relationships and deep trust. He advises high-net-worth families, professionals, entrepreneurs and business owners across investment planning, retirement strategy, inheritance tax mitigation and estate planning. Many of his client relationships span more than 2 decades and multiple generations, a testament to his belief that great wealth management is about creating trust, clarity, confidence and lasting peace of mind.
Outside of work, Derek enjoys fitness training, martial arts and travel, including regular time in Portugal with his wife Gerry and their family. A former polo team owner who came to the sport from scratch, he loves introducing clients to the game, a reminder, he says, that life should never be limited by background or expectation.
Sonja Graham
Business Manager & Executive Assistant
Sonja joined Derek Mills Wealth Consultancy in 2010 and brings more than 35 years’ experience in financial services to her role as Business Manager and Executive Assistant. Her background includes 13 years at Barclays Bank and 7 years at Lombard, both in client-focused roles.
She is at the centre of client liaison and specialises in client relationship management, ensuring every client family receives a consistently attentive and personal experience. Sonja believes that long-term relationships built on trust, communication and reliability sit at the heart of great service, and she works hard to ensure every interaction reflects that.
Outside of work, Sonja has a serious passion for running and regularly competes in ultra-marathon events. She also loves spending time with family and friends, and travelling with her husband Steve whenever the opportunity arises.
Cat De Jonge
Financial Adviser
Cat is a Financial Adviser at Derek Mills Wealth Consultancy, having joined the practice in 2018. She holds the Diploma in Regulated Financial Planning, a Level 3 Award in Financial Administration and a degree in English and Screenwriting, and spent more than seven years as Senior Paraplanner before stepping into her current advisory role.
Her background supporting complex cases, including retirement planning, estate planning and arrangements for higher-net-worth clients, gives her a detailed understanding of the advice process that she now brings directly to clients. She is passionate about helping people feel informed, supported and confident in their financial decisions.
Outside of work, Cat is a busy mum to three boys and enjoys exploring the countryside with her family. Coming from a farming background, she still helps her father on the family farm when she can. In quieter moments, she is happiest with a good book and a cup of tea.
Kate O’Brien
Paraplanner
Kate is a Paraplanner at Derek Mills Wealth Consultancy with over 20 years’ experience in financial services. She is currently completing her Diploma in Financial Services and brings a strong technical background in both paraplanning and administration to her work supporting the advisory team.
Kate specialises in retirement planning, estate planning and tax planning for high-net-worth client families, supporting Derek and the team with research and client reports. Known for her attention to detail and approachable nature, she takes pride in building trust and clear communication.
Outside of work, Kate enjoys yoga, time with friends and family life with her two children and their dog Elmo.
Claire Atherley
Administrator
Claire joined Derek Mills Wealth Consultancy in 2017 and works as an Administrator, supporting both the advisory team and client families in the day-to-day running of the practice. She brings a professional, organised and warm approach developed across a range of administration and client service roles.
Her responsibilities include welcoming clients, preparing for meetings, managing queries and providing the administrative support that keeps the office running smoothly. What she values most about her role is the relationships she builds, ensuring every client feels comfortable, supported and genuinely well looked after.
Outside of work, Claire enjoys walking her dog Sidney, gardening, exploring new places and relaxing with a good book.