The greatest opportunities in life are too important to approach alone.
At Mitchell International Wealth, our mission is to add real value to every client interaction, ensuring your financial success is not just a goal, but a lasting reality. We are committed to helping individuals and families achieve financial security and peace of mind through expert, personalised wealth management.
With over 20 years of experience in wealth management, retirement planning, and investment strategies, we don’t just offer advice—we provide clear, actionable financial solutions designed to enhance and protect your financial future.
Trusted by expatriates worldwide, we specialise in maximising investment returns through diversification, fee reduction, and tax efficiency.
Our clients don’t just receive financial guidance; they gain a strategic partner focused on unlocking long-term value.
Having spent over 20 years advising international families in the UK, Malaysia, Singapore, Qatar & Thailand, I understand the unique financial opportunities and challenges that come with expat life. I work with clients to create customised financial plans, tailored to their individual circumstances.
I help my clients make smart decisions with their money and provide transparent, fee-based advice designed to maximise the chance of successfully achieving what is important to them in life.
Initially I develop a detailed understanding of my client’s requirements, by truly listening to their needs, aspirations and concerns. Using the latest financial planning software, I am then able to build a robust blueprint to help understand, visualise and stress-test the true cost of their desired financial future. Together, we then develop and implement a clear financial plan that may encompass the following areas:
▸ Retirement Planning & UK Pensions Advice
▸ Portfolio & Investment Platform Advice
▸ Wills & Guardianship for Children
▸ Portable Life Insurance, Critical illness Cover & Income Protection
▸ Private Education & University Fee Funding Strategies
▸ International Tax Planning
▸ International Mortgages
▸ UK Inheritance Tax Planning
▸ International Trust Planning
I work with all nationalities on a long-term basis as their trusted partner, regardless of where they may relocate to in the world.
Locally accredited through Singapore College of Insurance (SCI), I also hold the Level 4 Diploma in Financial Planning from the UK’s Chartered Institute for Securities & Investment (CISI).
+66 (0) 623 524 991
I'm more than happy to have a friendly chat over a coffee or visit you at your home or place of work. Alternatively you can come and visit us at our offices at Homa Cherngtalay.
HOMA, Cherngtalay, 91 Soi Cherngtalay 4, Tambon Choeng Thale, Thalang District, Phuket 83110
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