Senior Partner Practice of
St. James's Place Wealth Management
 

Charles Mitchell, Director

Charles joined Mitchell Wealth Management from an International medical company in October 2012. During his time there, he successfully led the UK marketing team, overseeing over 500 conferences.

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.



Stephen Mitchell, Wealth Management Consultant

Mitchell Wealth Management was founded by Stephen Mitchell Dip PFS Cert (MP). Stephen was born and educated in Leeds and began his business career in the Surgical/Medical industry where he held various management roles over a 25 year period, both in the UK and overseas.

Entering the Financial Services profession in 1997, Stephen was invited to join the prestigious and award winning St. James's Place Wealth Management in 2002.

Having played football, rugby and cricket at County level in his younger days and also tennis at Wimbledon, Stephen now contents himself with watching his beloved Leeds United. He is married to Diane and has three grown up children. He is also the Leeds Representative for the St. James's Place Charitable Foundation, the charity arm of St. James's Place, which has donated millions of pounds to hundreds of UK and Overseas charities.



Laura Fordham

Laura joined St. James’s Place in 2016 through the 2nd Career Academy Programme. She has a keen eye for identifying clients’ objectives through her curiosity and loves working with clients moving from an employed to a self-employed status.

Laura is truly a people person and is held in very regard by her clients due to her commitment to ensure that a robust financial plan is in place.

Prior to joining St. James’s Place Laura spent 6 years in Ecuador, South America running a successful business in tourism and her love for travel continues to grow.