Ross Mitchell Wealth Management, Cardiff

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Reviews

1. Nicholas Adams ★★★★★

   Ross has been my financial advisor for the past 16 months, and I couldn’t be happier with his service. Having previously managed my own finances, with variable success, I now see the benefits that having a good financial advisor brings. He is highly knowledgeable, conscientious, and always follows up on our agreed plans. Ross is accessible, friendly, and excellent at explaining financial concepts in a way that’s easy to understand. I couldn't recommend him more.

   almost 3 months ago
2. Gareth Jones ★★★★★

   My wife and I recently worked with Ross regarding our pension planning, we couldn’t be happier with the service that we have received. From the very beginning, he took the time to really understand our financial situation, our retirement goals, and any concerns we had. What stood out most was how clearly everything was explained. Pensions can be complicated, but Ross broke things down in a way that made it easy to understand the different options available and the long-term impact of each choice. We always felt fully informed and confident in the decisions that we were making. Ross was professional, approachable, and incredibly thorough, ensuring no detail was overlooked. I would highly recommend Ross Mitchell Wealth Management to anyone looking for reliable, knowledgeable, and trustworthy advice on pensions or wider financial planning.

   almost 4 months ago
3. David Williams ★★★★★

   Ross has been excellent from initial contact, professional and highly knowledgeable in his field, he took time to find out my plans and financial requirements for the future then explained my options clearly to me. He definitely adds a personal touch that fills you with confidence.

   almost 4 months ago

1. Alison John ★★★★★

   Ross has been my financial adviser for over five years and I couldn’t be happier with the support and guidance he’s provided. He’s knowledgeable, approachable, and takes the time to explain everything clearly, making complex financial decisions feel much more manageable. Ross genuinely listens to my goals and tailors his advice to fit my needs, always offering practical solutions and insights. I really appreciate his professionalism, attention to detail, and how easy he is to communicate with. Highly recommend Ross to anyone looking for trusted, expert financial advice!

   almost 11 months ago
2. Peter Ashby ★★★★★

   I've used Ross Mitchell Wealth Management for both my life insurance and pension and couldn't be happier with the service provided. Ross is professional, friendly and explains the processes clearly and easily with no pressure to complete quickly which was very reassuring. I wouldn't hesitate using him again and will be recommending to our friends and family.

   1 year ago
3. Mel Maw ★★★★★

   I couldn't speak more highly of Ross, he's the kind of financial advisor that truly cares and is so easy to talk to. Not only is my money in smart and capable hands, but I'm learning so much and he makes planning for my future a breeze. Highly recommend!

   almost 2 years ago

1. David Moon ★★★★★

   Ross has give me some fantastic advice and guidance. Very reassuring, professional and friendly. I couldn’t ask for a better financial advisor! Highly recommended.

   almost 3 years ago
2. kate-emily Fowler ★★★★★

   We’ve used Ross as our financial advisor for the last few years. He made everything really simple and provided such a great service. He’s always quick to respond and has helped us with the financial cover we hadn’t even thought of. We recommend him to all our friends and family after he was recommended to us. Wouldn’t use anyone else. 5⭐️

   almost 3 years ago
3. Debbi Clapios ★★★★★

   Ross has been so important in enabling us to sort out all of our financial matters. He is a great financial advisor, who lays out all of our options explains everything in plenty of detail, and gives us the time to make our decisions. He is always available and puts himself out for us. I highly recommend using his services for any financial matters - even if he can’t assist he will put you onto someone who can.

   almost 3 years ago

1. shelley zhu ★★★★★

   Ross has been my financial adviser for the last 3 years. He is knowledgeable, friendly, and professional. Ross can explain financial matters in a simple and easy-to-understand way, which is very appealing to me. I would recommend Ross to anyone who wants to organise their personal finance and plan ahead.

   almost 3 years ago

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