Mitchell Griffin Wealth Management Ltd
MG
Financial Advisors
Mitchell Griffin Wealth Management Ltd
College Farm Buildings, Cirencester GL7 6PY
# Mitchell Griffin Wealth Management Ltd
Mitchell Griffin Wealth Management Ltd is an independent financial advisory firm established in 2005, serving individuals and corporate clients from their base in Cirencester, Gloucestershire. Founded by Graeme Mitchell, who brings over 20 years of professional financial experience and holds the Diploma in Financial Planning, the firm specialises in delivering tailored financial advice across multiple disciplines.
The business serves clients requiring guidance on pensions, investments, tax planning, inheritance tax strategies, life assurance and employee benefits. Their independent status allows them to recommend solutions across the market, rather than being restricted to a single provider's products. This flexibility is particularly valuable for clients with complex financial situations requiring specialist knowledge.
What distinguishes Mitchell Griffin is their emphasis on personalised service and deep expertise in pension and tax planning. Rather than offering generic solutions, they take time to understand individual circumstances and objectives before recommending appropriate strategies. This approach is evident in their stated commitment to "helpful, high quality, professional advice with a level of service and care that is second to none."
The firm manages client portfolios across multiple platforms including Abrdn, Aegon and Quilter, demonstrating their breadth of capability and ensuring clients benefit from competitive platform options. Their focus on reducing tax burden and maximising inheritance benefits for clients' families reflects a comprehensive approach to wealth management rather than simple product sales.
Mitchell Griffin Wealth Management Ltd is an independent financial advisory firm established in 2005, serving individuals and corporate clients from their base in Cirencester, Gloucestershire. Founded by Graeme Mitchell, who brings over 20 years of professional financial experience and holds the Diploma in Financial Planning, the firm specialises in delivering tailored financial advice across multiple disciplines.
The business serves clients requiring guidance on pensions, investments, tax planning, inheritance tax strategies, life assurance and employee benefits. Their independent status allows them to recommend solutions across the market, rather than being restricted to a single provider's products. This flexibility is particularly valuable for clients with complex financial situations requiring specialist knowledge.
What distinguishes Mitchell Griffin is their emphasis on personalised service and deep expertise in pension and tax planning. Rather than offering generic solutions, they take time to understand individual circumstances and objectives before recommending appropriate strategies. This approach is evident in their stated commitment to "helpful, high quality, professional advice with a level of service and care that is second to none."
The firm manages client portfolios across multiple platforms including Abrdn, Aegon and Quilter, demonstrating their breadth of capability and ensuring clients benefit from competitive platform options. Their focus on reducing tax burden and maximising inheritance benefits for clients' families reflects a comprehensive approach to wealth management rather than simple product sales.
Services offered
Pensions planningInvestment adviceTax planningInheritance tax planningLife assuranceCorporate financial planningEmployee benefitsRetirement planning