Financial Services

Don’t underestimate the value of protecting your business, your key personnel, your employees and you!

As a business owner, your personal finances are intrinsically linked to those of your company. Mitchells Financial Services offers professional, independent financial advice that considers both your business and personal needs.

Is your business protected?

We believe Business Protection should be a key part of any business plan, as it helps you be prepared for the unexpected.

Have you considered what would happen to your income were you unable to work? What would happen to the business and its employees if you weren’t there? Our expert team of independent financial advisers will talk this through with you and help you develop a protection plan unique to your business.

Have you thought about your retirement?

Research by Experian suggests that more than 80,000 profitable companies owned by business owners aged 60+ are wound up each year in the UK.

Do you have an exit plan? Mitchells Financial Services can provide advice and create an exit plan to ensure your company can either continue to trade or be sold profitably.

Is a pension still the right choice for my retirement income?

Oh how times have changed. What was once a simple decision as to which pension provider to pick to provide your retirement income is now a minefield of investment choices, with all the technical jargon to go with them. 

Terms like Annuities, SIPPS, SSAS, Drawdown and Lifetime Allowances all add to the mix of confusion. 

What is clear is that with so many options to consider it’s vital to get expert advice when planning how to fund your retirement.

Speak to an expert…











Michael Heath

Financial Planner


of business owners don't have a formal exit strategy


of businesses will fold within 18 months following the death or critical illness of a key individual


average number of business owners that are not aware that a Director's Loan needs to be repaid on death

Mitchells Financial Services can help you and your business by providing practical advice and help with…


Personal, Final Salary and Small Self-Administered Schemes (SSAS).


Investment Bonds, ISAs and Directly Invested Portfolios.

Business Protection.

For shareholders, partners and key employees.

Estate Planning.

Inheritance Tax and Trusts.

Business Exit.

Retirement strategies.

Later Life Planning.

Long-term care, Wills and Lasting Powers of Attorney.

*Mitchells is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales.  We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.

Financial services are provided through our related firm Mitchells Financial Services, which is a trading name of Milestone JV LLP, an Appointed Representative of Milestone FP Ltd which is authorised and regulated by the financial services authority under firm reference 779397.

How can we help you?