Charles Mitchell
DipPFS Cert CII
Charles joined Mitchell Wealth Management in 2016 from an International medical company. During his time there, he successfully led the UK marketing team, overseeing numerous conferences and events.
Entering St. James's Place, Charles joined the inaugural Next Generation Academy, specifically designed for sons and daughters of existing St. James's Place businesses.
In 2016, Charles took over the day-to-day running of Mitchell Wealth Management to ensure a smooth transition for clients to safeguard their financial planning for the next generation, incorporating Stephen C. Hobbs & Associates Limited in 2018.
Charles is passionate about outstanding service and long-term relationships with clients ensuring clients have bespoke financial plans which ensure their money is used in the most tax and investment efficient way.
Outside of work, Charles loves spending time with his wife, Hannah, and their daughters.
About
Charles joined St. James's Place through their inaugural ‘Next Generation Academy’ where he worked with 15 other young professionals training to look after clients’ finances, with a view to ultimately being a key member of the Mitchell Wealth Management team.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
