At Mitchells Wealth Management, we aim to build long-term relationships with our clientele by ensuring we know their circumstances and objectives intimately.
We provide both personal and corporate financial planning services integrated with specialist taxation mitigation advice in order to assist you in retaining and growing your wealth, and protecting your family and estate.
Regular reviews are a critical part of financial planning that are often overlooked. Here at Mitchells we offer a regular review service, ensuring that the plans we put in place are kept on track to secure your future.
MEET OUR TEAM
Joy Clegg DIP PFS
Head of Wealth Management
Joy has over 20 years experience in the Financial Services industry. Joining the company in May 2008 from one of the big 4 banks, she brings a wealth of experience to the Group both in terms of advice and client service.
Head of Wealth Management
Joy has over 20 years experience in the Financial Services industry. Joining the company in May 2008 from one of the big 4 banks, she brings a wealth of experience to the Group both in terms of advice and client service.
Simon Kippax IFA
Director of Tax Planning
Simon has spent his entire professional career specialising in tax planning for both onshore and offshore activities. Having joined Mitchells Group in 2006, Simon brought invaluable industry contacts and tax associates.
Director of Tax Planning
Simon has spent his entire professional career specialising in tax planning for both onshore and offshore activities. Having joined Mitchells Group in 2006, Simon brought invaluable industry contacts and tax associates.
Trevor Rodda CeFA
Independent Consultant
Trevor has over 10 years experience advising clients in the Bank Assurance market, bringing an abundance of experience and knowledge of the financial industry, specialising in investment and life assurance, both personal and corporate.
Independent Consultant
Trevor has over 10 years experience advising clients in the Bank Assurance market, bringing an abundance of experience and knowledge of the financial industry, specialising in investment and life assurance, both personal and corporate.