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Pensions & Investments

Richard Penn

Richard is a chartered financial planner within our wealth management team. Richard began his financial advice career within the local government pension department and held specialist pension roles before becoming a financial planner. Richard provides advice in all areas of financial planning and specialises in providing pension and investment planning to private clients and business […]

Mike Wall

Mike has in excess of 29 years of experience within the financial services sector operating as a general practitioner but with specialist knowledge across an expansive discipline base to include pension planning strategies, business and personal protection and inheritance tax planning strategies. Mike is a qualified pension transfer specialist. Mike joined Mitchell Charlesworth in 1996 […]

Jonathan Leatherbarrow

Jonathan joined our financial planning team in 2021, bringing extensive knowledge and experience from specialist advisory roles within both private banking and investment management. Jonathan enjoys building lasting relationships with clients and their families, and provides tax-efficient financial advice including pensions, investments, protection and estate planning to private clients and business owners. An avid golfer, […]