Our strength lies in the fact that we have a team with advanced financial planning qualifications and therefore able to provide a service tailored to individual or corporate needs. Gary has a lifetime experience in the Financial Services Industry. Starting at the age of 19 as an administrator, he quickly gained his qualifications and joined Mitchell Prockter in 1988 as a fully qualified financial adviser.
Having a wealth of knowledge, he is well placed to advise on all areas of financial planning and wealth management. Outside of work Gary enjoys watching rugby, going to the gym and is also an accomplished photographer. Mark joined the company in 1999 after a short period working within the financial services arm of a high street bank.
Having a wealth of knowledge, he is well placed to advise on all areas of financial planning and wealth management. Outside of work Gary enjoys watching rugby, going to the gym and is also an accomplished photographer. Mark joined the company in 1999 after a short period working within the financial services arm of a high street bank.
Services
When it comes to providing for our retirement, too many of us do too little too late. Contributing even a small sum early on can make a big difference to the lifestyle you will enjoy when you retire. The golden rule for most people, is not to rely on the State alone. Modern pensions benefit from some very exceptional tax breaks, and nowadays, you can even contribute to your pension when you don't work!
Today there are a bewildering range of savings and investment vehicles and options available to the investor. Building an investment portfolio must take into account tax opportunities and implications, attitude to risk and reward and balancing it to the need for income, growth or both.
Following a detailed personal review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making recommendations for your asset portfolio.Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.
Following a detailed personal review of your current financial position, aspirations and objectives, we will assess all of the above factors with you before making recommendations for your asset portfolio.Wealth creation and management is an ongoing process and we will look to meet regularly to ensure the best chance of your objectives being met.
In the event of your death or illness the last thing you want is to leave your family facing financial difficulties. Life protection could provide your family with a means of support, through a one off lump sum to help with payments immediately after your death, a regular income or by helping to pay off the mortgage.
Other areas in which we can help include business protection, partnership protection, key person protection and employee benefit schemes. Many of our corporate clients appreciate the value of personal financial planning advice from Mitchell Prockter for their executives and senior personnel. As part of our remit, this can include pre-retirement counselling, advice on tax implications, state benefits and investments.
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