Joss Mitchell
Private Client Adviser, Isio Wealth Planning
Isio Edinburgh
Covering the whole of Scotland for Isio Wealth Planning, Joss provides honest and impartial financial planning advice to business owners leaning into his extensive experience with private clients.
With over 30 years’ experience within the investment, private banking and financial planning industries, Joss has built his career around trusted and long-term client relationships, sustained origination and close collaboration with leading tax, legal and corporate advisers.
His clients range from individuals and multi-generational families with complex financial needs, to business owners and entrepreneurs seeking guidance around protection work and potential exit timelines. He also works with partners of legal and tax professional service firms on aspects of their individual financial and retirement plans.
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