Meet our advisers

Jitesh Mistry

Jitesh Mistry

Jitesh Mistry DipFA

Independent Financial Adviser

About me 

I am a client focused Independent Financial Adviser with over 18 years of experience within the financial services sector.

I look after a wide range of clients at different stages of their lives and structure personalised plans that are suited to them and their family’s needs which I regularly review to ensure their goals are on track. I help my clients with investment planning, retirement planning, protection planning, both personal and business and legacy planning, I do this by focusing on building long-term trusting relationships.

Outside of work I am kept very busy by my son who I love spending quality time with, I also enjoy cycling and spending time eating good food with family and friends.