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Rob Mitchell Email & Phone Number
Chartered Financial Planner and Investment Director
at
Concept Wealth Ltd
1 work email found
@whitehallfinancial.co.uk
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Chartered Financial Planner and Investment Director
Location
Sheffield, England, United Kingdom
Company size
Who is Rob Mitchell? Overview
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Quick answer
Rob Mitchell is listed as Chartered Financial Planner and Investment Director at Concept Wealth Ltd, a company with 5 employees, based in Sheffield, England, United Kingdom. AeroLeads shows a work email signal at whitehallfinancial.co.uk and a matched LinkedIn profile for Rob Mitchell.
Rob Mitchell previously worked as Chartered Financial Planner & Investment Director at Concept Wealth Ltd and Chartered Financial Planner at Kingswood Group.
Company email context
Email format at Concept Wealth Ltd
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*@whitehallfinancial.co.uk
68% confidence
AeroLeads found 1 current-domain work email signal for Rob Mitchell. Compare company email patterns before reaching out.
Profile bio
About Rob Mitchell
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.
Listed skills include Investments and Retirement Planning.
Current workplace
Rob Mitchell's current company
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Concept Wealth Ltd
6 roles
Rob Mitchell work experience
A career timeline built from the work history available for this profile.
Chartered Financial Planner & Investment Director
CurrentAs 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.
Nov 2020 - Present
Chartered Financial Planner
Oct 2019 - Aug 2020
Chartered Financial Planner & Investment Director
Oct 2012 - Sep 2019
Chartered Financial Planner & Investment Director
Whitehall Financial Independent Ltd
Investment & Pension planning for personal and corporate clients
Jun 2006 - Oct 2012
Investment Director
Ecs Financial
Jan 2000 - Jun 2006
FAQ
Frequently asked questions about Rob Mitchell
Quick answers generated from the profile data available on this page.
What company does Rob Mitchell work for?
Rob Mitchell works for Concept Wealth Ltd.
What is Rob Mitchell's role at Concept Wealth Ltd?
Rob Mitchell is listed as Chartered Financial Planner and Investment Director at Concept Wealth Ltd.
What is Rob Mitchell's email address?
AeroLeads has found 1 work email signal at @whitehallfinancial.co.uk for Rob Mitchell at Concept Wealth Ltd.
Where is Rob Mitchell based?
Rob Mitchell is based in Sheffield, England, United Kingdom while working with Concept Wealth Ltd.
What companies has Rob Mitchell worked for?
Rob Mitchell has worked for Concept Wealth Ltd, Kingswood Group, Wfi Financial Llp, Whitehall Financial Independent Ltd, and Ecs Financial.
How can I contact Rob Mitchell?
You can use AeroLeads to view verified contact signals for Rob Mitchell at Concept Wealth Ltd, including work email, phone, and LinkedIn data when available.
What skills is Rob Mitchell known for?
Rob Mitchell is listed with skills including Investments and Retirement Planning.
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