Business Protection
Creating long-term and trusting relationships with our clients is of utmost importance to us and here at Mitchell & Company we are wholly committed to providing the best possible advice, service and support.
We view your requirements as an extension of you or your company, so it is important you have information and advice that is specific and considered. Your financial situation will change throughout your life and our job is to make sure at each stage you receive the best financial advice. This is why so many of our clients have been with Mitchell & Company for a number of years and continue to ask us for financial advice.
We believe that the only way to plan effectively is to understand our clients' own goals and desires. It is only when these goals are clearly understood by our client and Mitchell & Company that a full and complete financial strategy can be devised.
We're not suggesting that financial products are unimportant; on the contrary we spend considerable time and energy ensuring that our financial knowledge is continually up to date. We just believe that selling financial products shouldn't be the start and finish of financial planning.
If you have any questions, or require Mitchell & Company to contact you, please click on Contact and either give us a call, or leave your details, and a member of our team will be in touch.
The Team at Mitchell & Company
As our lives unfold, we require a range of wealth management advice and at Mitchell & Company we are able to offer a depth of knowledge and expertise at each stage.
It has always been incredibly important to us that each team member brings something unique to the company so we can help you on your financial journey. Our carefully selected team of experts can therefore provide you with the necessary information based on an unsurpassed understanding and experience in all areas of wealth management and financial planning.
Mitchell & Company Advisers
After qualifying as an accountant in 1990, Dermott joined Morgan Stanley from Provident Mutual Life. After a spell as a financial controller in London …
Sandy has over 25 years' experience in the retail financial services industry. Having spent 10 years with a large insurance company in …
Peter joined Mitchell & Company in 2001 with over 20 years financial services experience. He worked for Nat West Bank and then for two major Insurance Companies, Legal & General and …
Jenny has been in financial services for over 40 years, and an Independent Financial Adviser for 28 years. During this time she has focused on building long-term relations with her clients. She provides advice …
Mitchell & Company Support Staff
Linda has almost 35 years of client facing experience in the financial services industry, having worked for NatWest, TSB & Lloyds banks for a total of 25 years, before joining Mitchell & Company in 2006 …
Rachel joined Mitchell & Company in 2015 as a financial administrator, having worked in the financial services industry for eight years. Prior to this she lived and worked in Canada, France and Italy …
Anne-Lise has worked in the financial services industry for over 18 years, most recently in financial planning firms. She joined Mitchell & Company in 2016, where she …
Wendy joined the company in 1997 and handles all aspects of our Accounts and provides administrative support to the team.
Stacey has over fifteen years of experience working in administration having spent the first decade of her career as administration manager for a global architectural firm …
Mitchell & Company the Number 1 listed IFA in Reigate, Surrey
Mitchell & Company is a highly regarded company with a team of experienced Independent Financial Advisers and Chartered Financial Planners.
The long-term relationship we build with our clients, whether you are an individual, Trustee or business owner is of utmost importance. Mitchell & Company have many clients who have relied on us and trusted us for many years.
Our website is designed to guide you through the different areas of financial planning, with a view to Mitchell & Company taking up the conversation in person and talking through the options which work best for you or your company.
We hope you find our website helpful and very much look forward to hearing from you.
Our Wealth Management Process considers how all your Pensions, Savings and Investment Products overlap and interact with one and another in order to formulate the most efficient strategy for your needs. -
The myriad of protection products available on the UK market can be daunting to say the least. You may just require a simple Mortgage Protection Plan, or your income protected in case you were unable to work through sickness or accident. -
