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Wealth Management


At Mitchell Charlesworth, we believe good financial planning starts with getting to know you. Our wealth management strategies are tailored to your individual requirements, so we start by establishing your attitude to risk, desired returns, tax position and ethical views. We also want to understand your immediate needs, and your longer term life goals. 

We are authorised by the Financial Conduct Authority to offer independent financial advice on a range of different types of investments and investment wrappers. This ensures we can scour the investment universe and choose from the entire range of products on the market to recommend the right investments and policies to suit your needs. 

We always make sure your plans are regularly reviewed and investments are on course to meet your goals. And because life never stands still, we can adapt your plans to suit any changes to your personal circumstances.


We offer a comprehensive range of financial planning services for individuals and businesses. Just click the relevant link below to find out more:

  • Investment planning [link]
  • Retirement planning and pensions [link]
  • Personal protection [link]
  • Estate planning [link]
  • Regular review service [link]

We also offer services for businesses and business owners, including:

  • Financial planning for your business [link]
  • Pension planning (including group and specialist schemes) [link]
  • Business protection and insurance [link]
  • Specialist business investments [link]


Our MC Select Portfolio Service is a collection of five carefully-built model portfolios. Each portfolio is constructed by combining the best performing actively managed funds alongside a selection of passive investments, designed to maximise returns for a pre-agreed level of risk. The result is a cost-effective investment portfolio managed to be in tune with your own attitude towards risk and return.


Our Managed Fund Service is designed for clients who need an investment portfolio that matches their specific needs. To achieve this, we use multi-asset investment funds that have access to a broad range of asset classes and geographies. When combined into a single portfolio, these can maximise investment returns for the level of risk you are most comfortable with.

Depending on your investment time horizon, your life goals and your attitude to risk, we can create and manage a truly bespoke portfolio capable of helping you to achieve meet your specific investment goals.


Ready to discuss your wealth management needs? Contact us to make a quick enquiry or to arrange a free consultation with one of the team.



Financial Planning Process