Rob Mitchell Email and Phone Number
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Rob Mitchell personal email
Rob began his career with Aviva in 1988 gaining extensive knowledge of the financial services industry through his work within compliance. Utilising these skills he trained as an adviser with Yorkshire Bank before moving successfully to a senior role within RBS. There he received the accolade of financial planner of the year and became one of the few Chartered Financial Planners in the UK at that time.Rob is a Fellow of the Personal Finance Society, and in 2018 won the most qualified adviser award for the local branch of the Insurance Institute. He has a vast array of experience including all aspects of financial planning for personal and corporate clients, chairing investment committees, dealing with complex fund research and construction of investment portfolios. He utilises these skills to deliver the best possible outcomes for clients.
Concept Wealth Ltd
View- Website:
- conceptwealth.co.uk
- Employees:
- 5
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Chartered Financial Planner And Investment DirectorConcept Wealth LtdSheffield, Gb -
Chartered Financial Planner & Investment DirectorConcept Wealth Ltd Nov 2020 - PresentSheffield, England, United KingdomAs Investment Director, in addition to looking after his clients, Rob helps to oversee the various investment strategies we offer to help clients meet their financial goals. -
Chartered Financial PlannerKingswood Group Oct 2019 - Aug 2020Sheffield, England, United Kingdom -
Chartered Financial Planner & Investment DirectorWfi Financial Llp Oct 2012 - Sep 2019Sheffield, England, United Kingdom -
Chartered Financial Planner & Investment DirectorWhitehall Financial Independent Ltd Jun 2006 - Oct 2012Sheffield, United KingdomInvestment & Pension planning for personal and corporate clients
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Investment DirectorEcs Financial Jan 2000 - Jun 2006
Rob Mitchell Skills
Frequently Asked Questions about Rob Mitchell
What company does Rob Mitchell work for?
Rob Mitchell works for Concept Wealth Ltd
What is Rob Mitchell's role at the current company?
Rob Mitchell's current role is Chartered Financial Planner and Investment Director.
What is Rob Mitchell's email address?
Rob Mitchell's email address is ro****@****l.co.uk
What are some of Rob Mitchell's interests?
Rob Mitchell has interest in Retirement Planning, Investment Management, Tax Planning.
What skills is Rob Mitchell known for?
Rob Mitchell has skills like Investments, Retirement Planning.
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