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A well deserved testimonial for Carl Mitchell.

My opinion of Carl is based on an informed opinion due to comparison of other financial advisers and experiences of investments.

Carl Mitchell has been our financial advisor for a relatively short amount of time, however, due to previous experiences Carl had a lot to prove to us and to gaining our trust wasn’t going to be easy, we need not have worried. Carl is meticulous and professional in every way. Initially Carl spent several hours getting to know us as people, a family and learning about our business. This I believe strongly gave him the knowledge to fit the products he recommended to us or left some products in place, he felt were appropriate for our needs and showed his true dedication for providing the best service he could.

Each meeting is meticulously documented and reasons why given at every stage. This gained our trust that Carl had our best interests at the forefront of his job, or for Carl, his vocation.

Helen W – Southport – 28/02/2023