Joanne Mitchell

I am a customer focused Independent Financial Adviser at AFH Wealth Management. I have continuously studied over the years to become diploma qualified for financial advice via The London Institute of Banking and Finance (IFS) and continued my studies in specialist areas through the Chartered Insurance Institute (CII). With over 20 years’ experience within financial services, I am passionate about helping my clients and their families realise their financial goals in relation to Investments, pre- and post- retirement planning, legacy planning along with business and personal protection services in a clear and understandable manner. My friendly approach in no way deters from the professionalism or quality of advice I give. Good financial advice doesn’t have to be complicated and you don’t have to be interested in the crude oil price or own a bowler hat. I focus on maintaining a long-term relationship with my clients, to be able to empathise from a personal perspective and to provide you with a trusted source of advice as your circumstances and financial needs change. Given AFH Wealth Management’s independent status, I can access the whole of the market to achieve the most suitable outcome for you whilst using the company’s size to obtain competitive charges not available to the majority of smaller firms. All my initial meetings are on a no fee, no obligation basis and I am happy to arrange video meetings if preferred, so please do not hesitate to contact me.