Member Article

New offices and expanding team for Leeds wealth management firm

Mitchell Wealth Management (MWM) expanded its operations with new personnel at its base in The Calls, Leeds, as well as moving into additional office space to keep up with expansion.

Another significant development for the Practice included a move to new offices conveniently located at Oakwood, Leeds. This involved the complete refurbishment of premises which have been converted into luxury office space. MWM is looking forward to continuing to grow the business.

The company rebranded to keep up with the expansion and development of the Practice.

Principal, Stephen Mitchell has been offering Wealth Management services to individuals and businesses in Leeds since 1997 and represents the prestigious St. James’s Place Wealth Management, now a FTSE 100 Company, and a new addition to the team is his son Charles.

MWM specialises in advising Hospital Consultants, GPs, high net worth individuals, those who are planning the transfer of assets to their descendants, people selling businesses and offering advice to employers and employees on pension auto enrolment.

Stephen said: “With the addition of new personnel to our team, we wanted more space to provide a conducive environment for us all to play to our strengths.

“I am personally delighted too with Charles’s dedication to becoming qualified in such a short time period. He is already adding a different dimension to the business.’

This was posted in Bdaily's Members' News section by Clare Burnett .