Benjamin Mitchell

Chartered Financial Planner at Anderson Strathern Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
UK
Languages
  • English -

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Bio

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Credentials

  • Certificate in Securities Advice & Dealing
    Chartered Insurance Institute
    Apr, 2022
    - Nov, 2024
  • Fellow of the Personal Finance Society
    Personal Finance Society
    Apr, 2022
    - Nov, 2024
  • Advanced Diploma in Financial Planning
    Chartered Insurance Institute
    Dec, 2020
    - Nov, 2024
  • ER1 Equity Release
    Chartered Insurance Institute
    Dec, 2020
    - Nov, 2024
  • Investment Management Certificate (IMC)
    CFA UK
    Nov, 2019
    - Nov, 2024
  • Award in Long Term Care Insurance
    Chartered Insurance Institute
  • Certificate in Discretionary Investment Management
    Chartered Insurance Institute
  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute

Experience

  • Anderson Strathern Asset Management
    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Chartered Financial Planner
      • Mar 2021 - Present

    • Financial Planner
      • Jul 2020 - Mar 2021

    • Paraplanner
      • May 2018 - Jul 2020

    • Investment Support Administrator
      • Aug 2017 - May 2018

  • Ramsay Asset Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Client Support Administrator
      • Jun 2017 - Aug 2017

  • Deloitte
    • Business Consulting and Services
    • 700 & Above Employee
    • Consultant
      • Mar 2017 - Jun 2017

  • RS Occupational Health Ltd
    • United Kingdom
    • Health, Wellness & Fitness
    • 1 - 100 Employee
    • Business Development Coordinator
      • Jul 2015 - Oct 2016

  • Russell Gibson Financial Management Limited
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Manager
      • Sep 2014 - Jul 2015

Education

  • The University of Aberdeen
    MA (Hons) - First Class, Accountancy
    2010 - 2014

Community

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