Mitchell Griffin Wealth Management Ltd

Independent Financial Adviser  1 College Farm Buildings, Gloucestershire, GL7 6PY
If you understand all the choices , we can do the rest.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group life insurance
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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Graeme Mitchell
Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assessed knowledge and understanding of the range of investments available for planning of pensions and to be able to apply the construction of a pension portfolio management for a client.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

Accreditations
Certified Financial Planner
What our clients say
Many thanks for being a steadying hand for me at a time I was feeling very unsure
K H, Cirencester
Please pass on my personal thanks and best regards for all the assistance over the years to Graeme and the team.
K M, Edinburgh
I would like to say how impressed I am for all you have done for me and how well you have handled the whole situation.
M C, Bristol
About us

We have over 30 years investment pension and life assurance experience. We have always been independent financial advisers. We have expertise in pensions and investment planning. In addition we can offer specialist advice in pension transfer and retirement planning including final salary pension schemes.

Our services

We can give you the confidence to make a good decision for you.

Where to find us
Head office address: 1 College Farm Buildings, Tetbury Road, Cirencester, Gloucestershire, GL7 6PY
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 18th October 2021

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