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Julie Mitchell

Senior Wealth Planner

Wealth Planning

Glasgow

+44 1416 748513

julie.mitchell@adamandcompany.co.uk

About Julie

I am a Chartered Financial Planner and am passionate about helping clients align their finances with what truly matters to them. By spending time to understand a client’s lifestyle and goals, I create a bespoke financial plan to provide the comfort and security for financial freedom.

I joined Adam & Company, a part of Canaccord Wealth, as part of the acquisition of Intelligent Capital Ltd. 

Contact wealth management

If you’d like to have an informal, no obligation conversation or have questions for us directly, please get in touch.

If you prefer you can call them directly on +44 20 7523 4500 

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