5 Facts About Inheritance Tax. Read more…
Confused on the new pension rules?
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Mitchell & Company the Number 1 listed IFA in Reigate, Surrey
Mitchell & Company is a highly regarded company with a team of experienced Independent Financial Advisers and Chartered Financial Planners.
We view your financial planning as a personal journey, which requires consideration and reliable advice.
The long-term relationship we build with our clients, whether you are an individual, Trustee or business owner is of utmost importance. Mitchell & Company have many clients who have relied on us and trusted us for many years.
Our website is designed to guide you through the different areas of financial planning, with a view to Mitchell & Company taking up the conversation in person and talking through the options which work best for you or your company.
We hope you find our website helpful and very much look forward to hearing from you.
As part of our planning process we seek to use all available tax relief we can when formulating our clients' retirement plans. This, coupled with self investing and independent funding, puts our clients on the road to achieve their goals. - read more
Our Wealth Management Process considers how all your Pensions, Savings and Investment Products overlap and interact with one and another in order to formulate the most efficient strategy for your needs. - read more
The myriad of protection products available on the UK market can be daunting to say the least. You may just require a simple Mortgage Protection Plan, or your income protected in case you were unable to work through sickness or accident. - read more
We believe that the only way to formulate the right strategy for our clients is to take a totally holistic approach. Depending on our clients own unique attitude to investment risk, we craft an asset allocation model over their entire portfolio. - read more
We have a wealth of experience in all aspects of estate planning, which ranges from a simple nil rate band discretionary will trust, to more aggressive trusts and all the main inheritance tax mitigation schemes. - read more
Our mortgage specialists ensure that our clients obtain the right mortgage for their needs every time. Our mortgage sourcing technology and lender relationships enable us to research the entire marketplace on our clients' behalf with ease. - read more