Welcome to Wood Mitchell Financial Planning Limited
At Wood Mitchell Financial Planning Limited we believe that your finances are a fundamental element of your life, infact our business model revolves around ensuring that as part of our relationship and planning, we are joining the dots between what we call the fundamental life pillars: physical health, mental health and financial security.
Samantha Wood founded Wood Mitchell Financial Planning Limited to provide clear financial advice and coaching to individuals, families and businesses in the South West and London. With a background in business, sport and the military, Sam specialises in working with business owners, serving military or veteran personnel and sports people; whether still at the top of their game or in a life after sport.
What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Financial Planner Life Podcast Featuring Samantha Wood
I was delighted to join the Financial Planner Life podcast to share my journey into financial planning, discuss what drives my passion for helping clients and reflect on some of the lessons I've learned throughout my career.
During the conversation, I discuss my path to becoming a Chartered Wealth Manager, the importance of building long-term relationships with clients, and why financial planning is about much more than investments. We also explore the challenges and opportunities facing advisers today, and the value of helping clients achieve financial confidence and peace of mind.
I hope you enjoy listening and gain an insight into both my professional journey and the values that underpin Wood Mitchell Financial Planning.
Watch or listen to the episode here.
Addresses
1 of 2 addresses
SJP Approved 11/02/2026
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
