Adam & Company Wealth Management
Julie Mitchell is a Chartered Financial Planner with experience in companies like Adam & Company Wealth Management, Intelligent Capital Ltd, and Independent Women / Succession Group. Julie holds a Bachelor of Arts in Business Law and Human Resource Management from the University of Strathclyde and an Advanced Diploma in Financial Planning from The Chartered Insurance Institute. At Independent Women, Julie specializes in providing financial advice tailored for women by women.
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Adam & Company Wealth Management
At Adam & Company, our priority is to look after your wealth carefully, expertly and consistently. Based in Scotland, we offer a full spectrum of wealth management services, including discretionary investment management and wealth planning. Your personal investment manager will create and maintain a unique relationship with you, based on your wishes and putting your interests first. We are passionate about investing, constantly exploring new opportunities and assets for our clients. Through our links to Canaccord Genuity Wealth Management we have access to an extended range of asset classes and geographies, including global equities and small caps.