Carl Joseph Mitchell

Mr. Carl J.
Mitchell is an Investment Management Director at Investec Wealth & Investment Ltd.
He helps his clients achieve their financial goals.
By understanding their current position, attitude to risk, financial requirements and investment objectives, he helps them to build a tailored investment portfolio that suits their present and future needs.
Mr. Mitchell specialises as a Discretionary Fund Manager (DFM), often working alongside Independent Financial Advisers in order to ensure the best possible outcome for clients.
He provides bespoke, tax efficient DFM services for a number of private individuals, trusts, pension schemes, corporate company accounts & registered charities.
Mr. Mitchell holds a degree in Business Management & Finance from Lancaster University.
He has a Masters in Wealth Management alongside the Securities and Investments Diploma and also the Investment Management Certificate.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment (Chartered MCSI).