Mitchell Forster
CFP™, DipPFS
With over 10 years in the world of accountancy, Mitchell joined Abacus Wealth Management in June 2019 having completed the prestigious St. James's Place Financial Adviser Academy in Edinburgh. His time in the Academy combined with his accountancy background and financial advisory skills, moulding a proficient, knowledgeable, and competent holistic Wealth Manager who uses both detail and concept when providing financial solutions, to help clients achieve their financial goals.
Mitchell is a Certified Financial Planner who conducts client reviews by establishing needs and identifying cost savings to ensure that his advice is both valued and valuable in an ever increasingly competitive world. He also works closely with other Advisers and Practice Support Specialists within our Team sharing his wealth of expertise to drive enhanced outcomes. His emotional intelligence and client engagement help establish and maintain trust, whilst building long-term relationships.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
