Business Details
21 Years
experience
Trusted Financial Advisers in Cirencester
Established in May 2005 by Graeme Mitchell Dip PFS, Mitchell Griffin Wealth Management operates from Cirencester in Gloucestershire, offering independent financial advice with over two decades of professional expertise. Our practice specialises in pensions, tax planning, and investment strategies tailored to individual and corporate clients. We prioritise client-centric service, combining market-wide product access with clear communication and technological innovation to meet financial objectives. As an FCA-authorised firm, we maintain rigorous compliance standards while focusing on long-term client relationships. Our approach balances risk assessment with tax efficiency, ensuring solutions align with clients' unique circumstances.We provide comprehensive guidance across life assurance, inheritance tax mitigation, and corporate financial planning. Our commitment extends to continuous industry knowledge updates and transparent client interactions. The firm's physical presence in the Cotswolds reflects our dedication to local community engagement while serving clients nationwide. We utilise Trustnet's portfolio management tools to enhance investment visibility for clients. Client satisfaction remains our primary measure of success, achieved through personalised attention and actionable financial strategies.
Services
Pensions Planning
Investment Advice
Tax Planning
Inheritance Tax
Life Assurance
Corporate Planning
Trustnet Services
Details
- Year established: 2005
Highlights and features
- We offer over 20 years of financial advisory experience
- Our FCA authorisation ensures regulatory compliance
- We provide tailored advice for individual circumstances
- We utilise advanced portfolio management technology
- We specialise in comprehensive tax and pension planning
Associations and certifications
- Financial Conduct Authority
Services
Pensions Planning
We assess clients' expected pension provisions and develop strategies to address potential shortfalls. Our independent advice covers state, workplace, and personal pension schemes. We specialise in creating tailored retirement plans that consider individual financial goals and risk profiles.
Investment Advice
Our Independent Financial Advisers help clients select appropriate investments aligned with their objectives and risk tolerance. We provide market-wide product analysis and portfolio diversification strategies. Our approach balances short-term security needs with long-term growth opportunities.
Tax Planning
We identify opportunities to reduce tax liabilities through strategic financial arrangements. Our services include income tax optimisation, business tax reviews, and cross-border tax considerations. We help clients implement legal tax mitigation strategies while maintaining compliance.
Inheritance Tax
We develop strategies to preserve wealth for beneficiaries while minimising inheritance tax exposure. Our advice includes gifting strategies, trust structures, and asset reallocation. We ensure estate plans comply with current tax regulations while meeting clients' legacy goals.
Corporate Planning
We assist SMEs with financial risk management and tax-efficient business structures. Our services cover employee benefits, succession planning, and corporate tax strategies. We help businesses implement financial safeguards against unforeseen events.
People
Graeme Mitchell
Founder & Director
Graeme Mitchell established Mitchell Griffin Wealth Management in 2005 with over 20 years' experience in financial services. He specialises in pensions and tax planning, holding the Dip PFS professional qualification. His client-focused approach combines technical expertise with clear communication.
Questions
What financial services do you specialise in?
We specialise in pensions planning, investment advice, tax planning, inheritance tax mitigation, life assurance, and corporate financial planning.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) with registration number 458602.
Do you offer online portfolio management tools?
Yes, we provide access to Trustnet's portfolio management system for tracking investments and receiving market alerts.
How do you charge for your services?
Our charging structure details are available upon request, with fees discussed transparently before any advisory engagement.
Can you help with business financial planning?
Yes, we offer corporate financial planning services including tax efficiency, employee benefits, and business succession strategies.
