About Me

I am the Principal of Wood Mitchell Financial Planning and a Chartered Wealth Manager with a broad experience in financial services including previous roles as an Investment Manager, and in operational and people development within the industry. Setting up my own Practice was a natural progression for me to offer genuinely personal and bespoke financial planning in a way that is true to my values and beliefs; everything we are and do is interlinked. You'll often hear me speak about the 3 pillars of wellbeing, and they are financial, physical and mental health, and they all have a bearing on each other. Having served in the military for over a decade, competed at an international level as a Triathlete and qualifying as a Chartered Fellow I can bring all of these experiences together to tailor my approach to suit you and your needs. 

I am a proud mother and step-mother with 4 children and married to Oliver living in the South West which we love, although regularly travelling for business and as a family. We also spend a lot of time either playing or spectating on the side of a sports pitch, and for me these days it's mainly spectating or being the 'team taxi'! I understand the joys and challenges of managing careers, family commitments and trying to maintain a healthy balance for our own wellbeing. Managing your finances and supporting you in your decision making can help to ease this burden for you. and that's why I do what I do.