Welcome to A.D. Mitchell Financial Planning Ltd, specialists in wealth management and financial planning serving individuals, families and businesses.
We believe that planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business, or receiving an inheritance, a review of your financial goals is crucial.
As a Partner Practice of the prestigious St. James’s Place Wealth Management, our focus is on you and on achieving or maintaining financial security for you and your loved ones.
We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.
We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to you. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Grow wealth, specifically through our distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Reduce Inheritance Tax liabilities;
- Plan for retirement;
- Effectively manage cash and borrowings.
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.