Rob Mitchell

Rob Mitchell Email and Phone Number

Chartered Financial Planner and Investment Director @ Concept Wealth Ltd
Sheffield, GB
Rob Mitchell's Location
Sheffield, England, United Kingdom, United Kingdom
Rob Mitchell's Contact Details

Rob Mitchell work email

Rob Mitchell personal email

n/a
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.

Rob Mitchell's Current Company Details
Concept Wealth Ltd

Concept Wealth Ltd

View
Chartered Financial Planner and Investment Director
Sheffield, GB
Employees:
5
Rob Mitchell Work Experience Details
  • Concept Wealth Ltd
    Chartered Financial Planner And Investment Director
    Concept Wealth Ltd
    Sheffield, Gb
  • Concept Wealth Ltd
    Chartered Financial Planner & Investment Director
    Concept Wealth Ltd Nov 2020 - Present
    Sheffield, England, United Kingdom
    As 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.
  • Kingswood Group
    Chartered Financial Planner
    Kingswood Group Oct 2019 - Aug 2020
    Sheffield, England, United Kingdom
  • Wfi Financial Llp
    Chartered Financial Planner & Investment Director
    Wfi Financial Llp Oct 2012 - Sep 2019
    Sheffield, England, United Kingdom
  • Whitehall Financial Independent Ltd
    Chartered Financial Planner & Investment Director
    Whitehall Financial Independent Ltd Jun 2006 - Oct 2012
    Sheffield, United Kingdom
    Investment & Pension planning for personal and corporate clients
  • Ecs Financial
    Investment Director
    Ecs Financial Jan 2000 - Jun 2006

Rob Mitchell Skills

Investments Retirement Planning

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.

Not the Rob Mitchell you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.