I have been advising clients for over 25 years, and have accumulated a vast bank of knowledge, experience and professional qualifications along the way to help you. Although everyone is different, I think I have encountered most financial situations, I look forward to seeing if I can help you. I specialise in helping you decipher all types of pensions, making complex retirement planning straightforward and accessible.
Julie Mitchell – Senior Adviser at Wellington Wealth
Your financial journey. Our expertise. Your outcomes.
You’ve worked hard to build what you have. You deserve a financial plan that truly reflects your life your ambitions, your family, your future.
My role is to listen first and advise second. We take time to understand what matters most to you your dreams, your priorities and yes, even the concerns you might not immediately volunteer. Only then do we build a plan that is genuinely yours.
Experience you can rely on
With over 25 years of advising clients across a wide range of financial situations, you benefit from my deep practical knowledge, my professional qualifications and expertise and a team whose combined expertise means there are very few circumstances we haven’t navigated together with our clients. When specialist knowledge is needed, we work alongside a trusted network of professionals so you always have the right support around you.
A relationship built on trust
Many of our clients have been getting advice from me for decades. We have supported them through the milestones of life, growing families, career changes, business decisions and ultimately, a retirement they can genuinely enjoy. That kind of long-term relationship is only possible when advice is consistently in your best interest.
We are proud to be recommended by existing clients to their family, friends and colleagues. That trust is not taken lightly it reflects the integrity we bring to every client relationship.
Support when life gets complicated
Some of life’s most important financial decisions happen during its most difficult moments separation, later-life care planning, or managing finances during incapacity. We work closely with solicitors and legal professionals to ensure that during these times, you or your loved ones receive sensitive, expert guidance with discretion and care.
A plan that moves with you
Life changes. Legislation changes. Markets move. Your plan is designed with the flexibility to adapt and we review it regularly to make sure it continues to work for you. Whether you need reassurance during uncertain markets or a course correction as your circumstances evolve, we are here to keep your plan on track.
Our approach is straightforward: Dream. Plan. Enjoy.
We help you define what you want your future to look like, build a clear and structured path to get there then give you the confidence to enjoy the present knowing your financial future is in safe hands.
Julie Mitchell – Client Testimonials
We operate at a very high level of discretion & trust with our clients, therefore we do not disclose the source of the feedback below.
“I am so grateful that I took your advice regarding my pension. I have been able to retire much earlier than I would otherwise have been able to and avoid the increasing stress of work”
“You have explained everything so clearly to me and I feel so much better about the decisions I can now make”
“So, I can retire next year and I can see that I can definitely afford to, that’s amazing!”
Outside of Work
I enjoy the Scottish countryside, walking the dog, I love spending time on the west coast and testing my knowledge at the local pub quiz
