Skip to main content

Julie Mitchell

Photo of Julie Mitchell

Senior Wealth Planner

Julie is a Chartered Financial Planner and is passionate about helping clients align their finances with what truly matters to them. By spending time to understand a client’s lifestyle and goals, Julie creates a bespoke financial plan to provide the comfort and security for financial freedom. She joined Adam & Company as part of the acquisition of Intelligent Capital Ltd. 

Location: Glasgow


0141 674 8513
View Julie Mitchell's profile on LinkedIn

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.