A chartered financial planner in the financial planning team, David Mitchell is sought out by clients wanting to realise their financial ambitions. Whether he is dealing with goals that are imminent or years down the line, David’s wealth management experience is invaluable.
David specialises in advising entrepreneurs, company executives and investors on their retirement planning, investment and protection needs. He is known for identifying customised solutions that go hand in glove with the client’s requirements. His holistic approach enables him to tailor financial solutions that reflect each client’s priorities and aspirations.
Clients report that David has a gentle, thoughtful and reassuring manner to go with his deep knowledge. He clearly enjoys getting to know them as individuals, which inspires their trust in his advice. He takes genuine pride in seeing their financial aspirations become a reality and they know he is with them for the long haul.
Having previously run his own recording studio and record label, David also has a head for business and a practical outlook on life. As well as an ear for a killer melody.