The Team at Mitchell & Company

As our lives unfold, we require a range of wealth management advice and at Mitchell & Company we are able to offer a depth of knowledge and expertise at each stage.

It has always been incredibly important to us that each team member brings something unique to the company so we can help you on your financial journey. Our carefully selected team of experts can therefore provide you with the necessary information based on an unsurpassed understanding and experience in all areas of wealth management and financial planning.

Mitchell & Company Advisers

Peter Mitchell

Financial Investments & Pensions Adviser

With over 30 years experience in the financial services industry, Peter advises on all areas of financial advice and specialises in Investments and Pensions … View full bio

Simon Porter

Independent Financial Adviser

Simon has worked in financial services since May 1987. Initially as a stockbroker in both the U.K. and America before retraining to become a financial adviser in 2005. … View full bio

Ian Bailey

Independent Financial Adviser

Ian has been a financial adviser for over 20 years. He joined us in 2004 after having worked for CIS for 12 years. Prior to that he was a computer engineer in the RAF … View full bio

SOLLA Retirement & SOLLA Care

Sandy Lowth

Chartered Financial Planner & Chartered Wealth Manager

Sandy has over 25 years' experience in the retail financial services industry. Having spent 10 years with a large insurance company in … View full bio

Peter Bashford

Mortgage & Protection Specialist

Peter joined Mitchell & Company in 2001 with over 20 years financial services experience. He worked for Nat West Bank and then for two major Insurance Companies, Legal & General and … View full bio

Andrew Newman

Independent Financial Adviser

Andrew has spent 28 years working in financial services, with more than 17 years as an Indenpendent Financial Adviser (IFA) guiding clients, many of whom are still receiving advice from him … View full bio

Jenny Orrin

Independent Financial Adviser

Jenny has been in financial services for over 40 years, and an Independent Financial Adviser for 28 years. During this time she has focused on building long-term relations with her clients. She provides advice … View full bio

Kay Broughton

Chartered Wealth Manager & Financial Planner

Kay has worked in financial services since 1997. She spent 11 years at discretionary fund managers Tilney Investment Management and Brown Shipley … View full bio

Mitchell & Company Support Staff

Linda Freeman

Client Relations Manager

Linda has almost 35 years of client facing experience in the financial services industry, having worked for NatWest, TSB & Lloyds banks for a total of 25 years, before joining Mitchell & Company in 2006 … View full bio

Rachel Halton

Rachel joined Mitchell & Company in 2015 as a financial administrator, having worked in the financial services industry for eight years. Prior to this she lived and worked in Canada, France and Italy … View full bio

Stacey Bond

Stacey has over fifteen years of experience working in administration having spent the first decade of her career as administration manager for a global architectural firm … View full bio

Wendy Carey

Wendy joined the company in 1997 and handles all aspects of our Accounts and provides administrative support to the team.

Wendy is an avid movie buff in her spare time … View full bio


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