Financial planning built on trust, understanding, and experience.
Led by Chartered Wealth Manager Samantha Wood-Mitchell — trusted, professional, and focused on your goals.
Financial planning built on trust, understanding, and experience.
At Wood Mitchell Financial Planning, the focus is on people, not products. Led by Chartered Wealth Manager Samantha Wood-Mitchell, the firm provides personal, empathetic financial guidance that helps you see the bigger picture.
Whether you're transitioning from military service, building family stability or preparing for the future, Wood Mitchell offers the clarity and confidence you need to move forward with purpose.
The support you need to plan with confidence
Led by Chartered Wealth Manager Samantha Wood-Mitchell — trusted, professional, and focused on your goals.
Financial planning is about more than numbers — it's about feeling in control of your future. With decades of experience and a calm, client-first approach, Wood Mitchell Financial Planning helps you make sense of your finances and take practical steps toward long-term wellbeing.
Their friendly, transparent service includes:
- Clear, jargon-free explanations of your financial options
- Support tailored to your personal goals and family circumstances
- A trusted relationship built on listening and understanding
By working with Wood Mitchell, Veterans and their families gain a partner who values clarity, empathy, and respect. It's expert financial guidance delivered with integrity — helping you plan for life with confidence.
Visit Wood Mitchell Financial Planning to learn more or arrange a friendly, no-obligation consultation.
Financial Well-being & Clarity
True financial wellbeing comes from understanding your complete picture — where you are today and where you want to be tomorrow. Wood Mitchell Financial Planning brings calm, practical guidance that helps you feel informed, organised, and confident about every decision.
Home & Lifestyle Planning
Life moves quickly — from first homes to family milestones and career changes. Wood Mitchell Financial Planning helps you consider the bigger picture behind each decision, so your financial choices align with your lifestyle, goals, and future plans.
Tax, Bonus & Career Transition
Career changes, bonuses, and tax considerations can feel complex — especially during transitions from service or business life. Wood Mitchell Financial Planning helps you understand how these moments fit into your wider plan, supporting confident, informed choices.
Retirement & Later-Life Preparation
Planning for later life is about more than pensions — it's about freedom, purpose, and peace of mind. Wood Mitchell Financial Planning works with you to define what retirement means for you, and how to make that vision achievable.
Family Protection & Legacy Coaching
Protecting your loved ones and securing your legacy matters deeply. Wood Mitchell Financial Planning provides clear, empathetic support to help you put the right foundations in place — ensuring those who matter most are cared for, whatever the future holds.
Wealth Growth & Investment Insight
Building wealth should feel personal and purposeful. Wood Mitchell Financial Planning helps you understand the principles of investing and how they align with your values and ambitions — giving you confidence in every step of your financial journey.
Take the next step with confidence
Your financial journey deserves calm, expert support from people who listen first and guide with care. Whether you're planning for today or looking ahead to the future, Wood Mitchell Financial Planning is here to help you feel informed, in control, and ready for what's next.
Visit Wood Mitchell Financial Planning to learn more or arrange a friendly, no-obligation conversation.
