David Mitchell

I have been in finance for nearly 30 years, covering all areas of retail and commercial banking before specialising as an independent financial adviser and commercial finance broker.

I can advise on all areas of wealth and financial planning and also broker commercial finance funding for business clients. I cover all elements of personal planning (investments, pensions, protection and estate planning (IHT advice)). In addition, I cover business planning and finance.

Having professional financial advice can make a significant impact on someone’s ability to achieve their family and life goals. I am passionate about supporting my clients and their families to ensure they are in the best possible position to achieve their aims.