Jimmy Mitchell is the Senior Paraplanner at McCreas with over 20 years’ experience in financial services dealing with pensions and investments. He has held a number of technical positions with Aegon, St James Place and Hazell Carr.
He has over 10 years’ experience as a paraplanner having previously worked at Cavanagh Group and Standard Life where he prepared technical reports and carried out research on investments and pensions.
At McCreas Jimmy is responsible for supporting the technical skills of the Paraplanner team and provide recommendations to the Investment Committee through detailed analysis and research.
Jimmy was successful in obtaining Chartered status in 2014 after obtaining the Advanced Diploma in Financial Planning and recently obtained The Investment Management Certificate (IMC).