Douglas Mitchell
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Douglas Mitchell Email & Phone Number

Director at Wealth Professional / Director at Medical & Professional CFP Ltd at Wealth Professional CFP
Location: Edinburgh, Scotland, United Kingdom 6 work roles
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Current company
Role
Director at Wealth Professional / Director at Medical & Professional CFP Ltd
Location
Edinburgh, Scotland, United Kingdom
Company size

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Quick answer

Douglas Mitchell is listed as Director at Wealth Professional / Director at Medical & Professional CFP Ltd at Wealth Professional CFP, a with 10 employees, based in Edinburgh, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Douglas Mitchell.

Douglas Mitchell previously worked as Director at Wealth Professional Cfp and Director at Wealth Professional Cfp.

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Email format at Wealth Professional CFP

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Wealth Professional CFP

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Profile bio

About Douglas Mitchell

Creating financial certainty and independence for you, your family and your business, pushing the boundaries of what outstanding financial advice looks like. 25 years experience and technical knowledge through consulting and advising Directors & Executives of some of the UK’s best known brands, business owners/shareholders, and generational family wealth. Qualified specialisms in Tax, Investment & Retirement planning. Pension Commercial property purchase specialist. High value (£1m+) Pension Transfer & Defined Benefit specialist. A long standing member of the multi-award winning Benchmark Capital Group.

Current workplace

Douglas Mitchell's current company

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Wealth Professional CFP
Wealth Professional Cfp
Director at Wealth Professional / Director at Medical & Professional CFP Ltd
bathgate, west lothian, united kingdom
Employees
10
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6 roles

Douglas Mitchell work experience

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Director

Current

Edinburgh, United Kingdom

‘Creating financial certainty and independence for you, your family and your business - that is our tried and tested philosophy.’At Medical & Professional we understand you want positive outcomes, not just more financial products. When it comes to providing advice and delivering financial security to private clients and businesses throughout the UK we work with integrity and expertise to deliver you with a tailored solution. ‘Times change, our values don't.'Our commitment to you is to maintain a strong and valued service model whilst continually striving to improve by pushing the boundaries of what great financial advice looks like. We combine our independent status and financial expertise with a dedication to new technology, thus ensuring you continually experience a market leading, professional and personal service.Providing independent advice to our clients and professional practices, we focus on individual wealth advice and corporate benefit consultancy. As the company name suggests we have a strong historical link to the medical community and with business professionals. At the heart of our business is a strong culture of integrity, clear unbiased advice, and a friendly professional service which combined provides you with the confidence we're doing a thorough job. 'Members of the exclusive Best Practice IFA Group'We are full members of Best Practice IFA Group, a chartered UK network of independent financial advisers (IFAs). The ethos is to provide the highest quality of standards; this in turn enhances our ability to service your requirements. Founded in 2003 Best Practice gained Chartered Network status in 2009, the highest and most privileged level of qualification in our industry.Winner - Money Marketing Best Network 2011, 2012, and 2014.Winner - Professional Adviser Best Network Award 2014, 2015, and 2016.

May 2011 - Present

Executive Consultant

Broker Consultant developing key business relationships based in the Glasgow & Edinburgh area, also dealing with key accounts in Birmingham & the Midlands. Main business focus during this period was on the distribution of intermediated Wealth Management Solutions, and on Corporate Benefit Solutions. During my 6 years in this role I qualified for the AEGON UK Sales Annual Awards Programme 4 years in succession. Amongst the first consultants to achieve Executive grade status.

Jan 2005 - May 2011

Aegon Trustee Solutions

Aegon Trustee Solutions

Edinburgh

A new business manager & account manager for Final Salary pension schemes, working with scheme actuaries, scheme trustees and employee benefit consultancies, managing final salary schemes for businesses ranging in size from SMEs to FTSE ranked companies.

Jan 2000 - Jan 2005

Manager

Based in the Actuarial & Pension Documentation business area, progressed through the ranks to a management role, at that time the youngest ever manager within the Customer Services area.

Oct 1995 - Jan 2000
Team & coworkers

Colleagues at Wealth Professional CFP

Other employees you can reach at medicalprofessional.co.uk. View company contacts for 10 employees →

FAQ

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What company does Douglas Mitchell work for?

Douglas Mitchell works for Wealth Professional CFP.

What is Douglas Mitchell's role at Wealth Professional CFP?

Douglas Mitchell is listed as Director at Wealth Professional / Director at Medical & Professional CFP Ltd at Wealth Professional CFP.

Where is Douglas Mitchell based?

Douglas Mitchell is based in Edinburgh, Scotland, United Kingdom while working with Wealth Professional CFP.

What companies has Douglas Mitchell worked for?

Douglas Mitchell has worked for Wealth Professional Cfp, Medical & Professional Cfp Ltd, Aegon Uk, and Aegon Trustee Solutions.

Who are Douglas Mitchell's colleagues at Wealth Professional CFP?

Douglas Mitchell's colleagues at Wealth Professional CFP include Charlie Cumming Acsi, Charlotte Ford, Laura Greer, Judy Eter, and Joanna Samuel.

How can I contact Douglas Mitchell?

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