Neil Mitchell Wealth is an Associate Partner Practice of St. James's Place Wealth Management.
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.*
Neil Mitchell Wealth was established when its principal Neil Mitchell accepted an invitation to work in association with St. James's Place Wealth Management. Prior to this Neil worked as a Senior Client Manager at Brown Shipley Private Bank and as a Private Banker at Barclays Wealth and Investment Management.
Neil achieved an MA (hons) in Economics and Management at The University of Aberdeen and went on to establish a successful business before pursuing a career in wealth management. The experience and network that Neil developed during this time has proved invaluable in advising business people on a wide range of issues and opportunities. Neil remains on the boards of a number of small and medium sized companies.
With an office in Edinburgh and regular visits to major cities in the UK, Neil is able to provide advice to clients across the whole of the country.
*The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Company Details
- Employees
- 1
- Founded
- -
- Address
- 110 Craigcrook Rd, Edinburgh,scotland Eh4 3pn,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Pensions, Investments, Savings, Tax efficiency, ISA, Estate planning, Protection, Life insurance, IHT.
- HQ
- Edinburgh, Scotland
Neil Mitchell Wealth Questions
Neil Mitchell Wealth's website is http://www.neilmitchellwealth.com
Neil Mitchell Wealth's LinkedIn profile is https://uk.linkedin.com/company/neil-mitchell-wealth
Neil Mitchell Wealth has
1 employees.
View email and phone details for 1
employees at Neil Mitchell Wealth.
Neil Mitchell Wealth's industry is
Financial Services
Neil Mitchell Wealth's top competitors are
Close Brothers Asset Management,
Aab,
Meraki Talent,
Evolution Equity Partners,
Osmii,
Maven Capital Partners,
Techbytech,
Silversmith Capital Partners,
The Mclean Partnership,
Markjames Search.
Neil Mitchell Wealth's categories are Financial Services
Neil Mitchell Wealth's founding year is 2017
