Rob Mitchell
Investment Director 

rob.mitchell@conceptwealth.co.uk
07939 208 421

Rob began his career with Aviva in 1988 gaining extensive knowledge of the financial services industry through his work within compliance. Utilising these skills he trained as an adviser with Yorkshire Bank before moving successfully to a senior role within RBS. There he received the accolade of financial planner of the year and became one of the few Chartered Financial Planners in the UK at that time.

In 2000 Rob became an independent financial adviser with a Sheffield firm. Six years later he was headhunted by a larger regional firm of Chartered Financial Planners to take on the role of Investment Director. He remained in this role for 14 years, looking after his own portfolio of clients and developing the company’s Central Investment Proposition and model portfolio service.

Rob is a Fellow of the Personal Finance Society, and in 2018 won the most qualified adviser award for the local branch of the Insurance Institute. He has a vast array of experience including all aspects of financial planning for personal and corporate clients, chairing investment committees, dealing with complex fund research and construction of investment portfolios. He utilises these skills to deliver the best possible outcomes for clients.

Rob Lives on the outskirts of Sheffield with his wife Jane, and two daughters. In his spare time, he remains an avid Norwich City fan, obsessive about Cricket, and is a keen cyclist. He has organised and undertaken several charity bike rides, each over 350 miles long, and raised over £500,000 for the charities he supports.

As Investment Director, in addition to looking after his clients, Rob will help to oversee the various investment strategies we offer to help clients meet their financial goals.