June 1, 2025
About James
James Mitchell joined Best Financial Advice Ltd. as a Junior Partner in 2020, bringing fresh perspective and modern financial planning expertise to our team. With 8 years of experience in financial services and a passion for helping young professionals and growing families, James has quickly established himself as a trusted adviser who understands the unique challenges facing today’s savers and investors.
After completing his degree in Business and Finance at the University of Leeds, James began his career with a major high street bank before moving into independent financial advice. His enthusiasm for technology and client-focused service has made him particularly popular with clients seeking modern, efficient financial planning solutions.
Expertise & Specialisms
James brings particular expertise to areas that matter most to younger clients and growing families:
First-Time Buyers
- Mortgage advice and product selection
- Government schemes navigation (First Homes, Shared Ownership)
- Deposit planning strategies
- Protection insurance for new homeowners
Young Professionals
- Career-stage financial planning
- Student loan management strategies
- Building investment portfolios from scratch
- Workplace benefit optimisation
Protection Planning
- Life insurance and critical illness cover
- Income protection for professionals
- Family protection strategies
- Business protection planning
Investment Planning
- ISA strategies and portfolio building
- Technology-focused investment platforms
- ESG and sustainable investing
- Regular savings and investment plans
Professional Qualifications
James is committed to professional development and maintaining current industry knowledge:
- Diploma in Financial Planning - Chartered Insurance Institute (2019)
- Investment Advice Diploma - Chartered Insurance Institute (2018)
- Certificate in Mortgage Advice & Practice - Chartered Insurance Institute (2017)
- Certificate in Protection Planning - Chartered Insurance Institute (2017)
Currently studying towards his Advanced Diploma in Financial Planning and working towards Chartered status, James regularly attends industry conferences and training to stay at the forefront of financial planning developments.
Client Approach
James believes that financial planning should be accessible, understandable, and tailored to each client’s life stage. His approach emphasises:
- Technology Integration: Using modern tools and platforms to make financial planning more efficient and transparent
- Educational Focus: Helping clients understand their options and feel confident in their decisions
- Life-Stage Planning: Recognising that financial priorities change as life evolves
- Regular Communication: Keeping clients informed and engaged with their financial progress
Achievements & Recognition
- Rising Star Award - Financial Planning Magazine (2023)
- Excellence in Client Communication - Regional Financial Planning Awards (2022)
- Young Adviser of the Year - Finalist, Money Marketing Awards (2021)
- Client Choice Award - Best Financial Advice Ltd. (2020, 2021, 2022)
Areas of Focus
Mortgage & Property Advice
James helps clients navigate the complex mortgage market, particularly specialising in:
- First-time buyer mortgage applications
- Remortgaging strategies
- Buy-to-let property investment
- Self-employed mortgage solutions
Technology & Digital Planning
As our digital champion, James leverages technology to enhance client experience:
- Online portfolio tracking and reporting
- Digital financial planning tools
- Video consultations and remote advice
- Mobile app integration for account management
Client Testimonials
“James made buying our first home so much easier than we expected. He explained everything clearly, found us a great mortgage rate, and even helped us understand what protection we needed. We couldn’t have done it without him.” - Emily & Tom Harrison, Manchester
“As a freelancer, I thought getting financial advice would be complicated and expensive. James understood my situation perfectly and helped me set up an investment plan that works with my irregular income. His use of technology makes everything so straightforward.” - Rachel Green, Digital Marketing Consultant
Professional Development
James is actively involved in professional development and industry engagement:
- Regular attendee at Financial Planning conferences
- Member of NextGen Financial Planning community
- Volunteer with local financial literacy programmes
- Contributing writer to industry publications
Community Involvement
Passionate about financial education, James contributes to the community through:
- Financial literacy workshops for young professionals
- Volunteer adviser for Citizens Advice Bureau
- Guest speaker at university career events
- Supporter of local youth entrepreneurship programmes
Outside the Office
When not helping clients achieve their financial goals, James enjoys:
- Playing football in a local league
- Travelling and photography
- Cycling and outdoor adventures
- Technology and gadget enthusiasm
Working with James
James is particularly well-suited to helping clients who are:
- Buying their first home
- Starting their investment journey
- Building their career and managing student loans
- Looking for modern, tech-enabled financial planning
- Seeking protection for growing families
His combination of technical expertise, modern approach, and genuine enthusiasm for helping people makes him an ideal partner for clients beginning their financial planning journey.
Get in Touch
James would be delighted to discuss how he can help you achieve your financial objectives. Whether you’re buying your first home, starting to invest, or planning protection for your family, he brings energy, expertise, and a fresh perspective to financial planning.
Direct Line: +44 20 7123 XXXX
Email: james.mitchell@denk-it.co.uk
To arrange a consultation with James, please call our office or book online. Initial consultations are complimentary and can be conducted in person or via video call.
Regulatory Information: James Mitchell is NOT authorised and regulated by the Financial Conduct Authority (FCA Reference: 789012). Best Financial Advice Ltd. is an appointed representative of XYZ Network Ltd., which is authorised and regulated by the Financial Conduct Authority.