Mitchell Wealth Management have worked for the past 21 years providing specialist, tailored, financial planning and advice to Hospital Consultants, GP’s and Dentists. We have an in-depth knowledge of the NHS Pension Scheme and we endeavour to understand your financial needs on both a professional and personal level, in order to not only build up your assets in a tax efficient way, but also to protect your finances through illness, injury or even death.
As a Partner Practice of St. James’s Place Wealth Management, we have access to a wide range of award-winning wealth management services and over the years we have developed a simple effective process to create and manage your finances. This is achieved by:-
- Reviewing and assessing your current financial situation
- Discussing your financial aims and ambitions over the short, medium and long term
- Explaining the alternative ways of achieving your aims and ambitions and making specific recommendations
We may contact you by telephone or email.
Please do not hesitate to call us for a no obligation meeting, to discuss how we can help you build up your assets in an affordable, tax efficient way.
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.