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Expertise in

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Locations

Based in

West Midlands

Covers

West Midlands, Bristol, Herefordshire

David Mitchell

Independent Financial Adviser

I started working in the financial services industry in 2000 after completing my degree course at the University of Birmingham.

Through numerous retail and commercial banking roles, I moved into the world of independent financial advice (which includes commercial finance).

The independent nature of my role is incredibly important to me. I believe everyone should have a good understanding of their finances and what this can achieve for them personally, or through their business.

Getting quality financial advice is important and using the whole of the market to find a personal solution can make a real difference for your personal planning.

Outside of work, I enjoy golf, football and the theatre.

Expertise in

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Locations

Based in

West Midlands

Covers

West Midlands, Bristol, Herefordshire

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