David Mitchell

At A.D. Mitchell Financial Planning, we are dedicated to providing wealth management and financial planning services to individuals, families, and businesses. Our primary goal is to help you secure a comfortable future for yourself and your loved ones. We recognise that life is filled with changes, such as starting a family, changing jobs, starting a business, or receiving an inheritance. In such cases, a review of your financial objectives is essential. As a Partner Practice of the esteemed St. James's Place, our focus is on building lasting relationships with our clients, based on trust and a thorough comprehension of their personal finances.

Our Financial Services

As a full-service financial planning firm, we specialise in offering tailored services to suit your unique financial needs and aspirations. Our areas of expertise include:

+ *Wealth growth*: We assist clients in growing their wealth through our distinct investment management approach. Our investment strategy is customised to your risk tolerance, return expectations, and long-term financial objectives.

+ *Asset preservation*: Our goal is to help you protect your assets for long-term financial security. We provide personalised strategies to safeguard your wealth from potential threats.

+ *Risk management*: We understand the importance of protecting your assets. Therefore, we offer tailored solutions to manage risks and provide peace of mind.

+ *Tax planning*: We help you navigate the complex world of taxation. Our experts work closely with you to develop tax-efficient strategies, ensuring your financial resources are optimised.

+ *Retirement planning*: Our retirement planning services focus on helping you achieve the lifestyle you desire during your golden years. We offer personalised guidance, enabling you to make informed decisions for your post-work years.

+ *Estate planning*: We provide inheritance tax planning and estate management services, ensuring your hard-earned assets are passed on to the next generation according to your wishes.

+ *Cash management*: Our cash management solutions assist you in effectively managing cash flow and borrowings, optimising your financial resources in the short term.

The St. James's Place Difference

As a Partner Practice of St. James's Place, our clients benefit from the Group's distinctive approach to investment management and Guarantee of our advice. St. James's Place oversees over 168 billion of clients' assets, entrusted by nearly 1,000,000 individuals. At the heart of their success story is a commitment to placing clients' interests first, a principle we share at A.D. Mitchell Financial Planning.

Meet the Team

Our team consists of experienced and knowledgeable financial planners, dedicated to providing personalised and superior service. Meet our team of professionals and learn more about how we can help you achieve your financial aspirations.

Get in Touch

Please contact us to discuss your financial requirements in detail. We are here to help you make informed decisions, ensuring a secure financial future for you and your loved ones.