Meet our advisers
Jo Mitchell DipFA, CeMap & CeRER
Independent Financial Adviser
With over 20 years’ experience within financial services, I am passionate about helping my clients and their families realise their financial goals in relation to investments, pre- and post- retirement planning, legacy planning along with business and personal protection services in a clear and understandable manner. My friendly approach in no way deters from the professionalism or quality of advice I give. Good financial advice doesn’t have to be complicated and you don’t have to be interested in the crude oil price or own a bowler hat. I focus on maintaining a long-term relationship with my clients, to be able to empathise from a personal perspective and to provide you with a trusted source of advice as your circumstances and financial needs change.
Location: Wakefield, West Yorkshire.