Millfield Wealth Management Ltd Financial Service in Cardiff

Reviews

1. Georgia Morgan ★★★★★

   I contacted Jodie after not having a clue what to do with money I had saved or where to put it. Jodie has been nothing but fantastic and very helpful. She has extensive knowledge and ensured to explain everything in much detail, talking through each step, helping me better understand something I had no clue about initially. I look forward to being a client for hopefully many years to come.

   almost 11 months ago
2. Chris Larkin ★★★★★

   After putting off finding a financial advisor for a long time, I was put in touch with Jodie at Millfield Wealth Management by a friend and wish that I'd done it sooner. We are making very important financial decisions and Jodie has really put my wife and I at ease. Jodie has been thorough and professional, in understanding our requirements, providing tailored advice and carefully explaining our options, in order to help us make informed choices, We have really appreciated the openness and transparency, when it comes to fees and how Millfield’s offerings, in conjunction with St James Place, compare to the market. We have also found the Millfield Wealth team to be very responsive and efficient. If you are looking for financial advice with a personal touch, I highly recommend Jodie and Millfield Wealth Management.

   almost 11 months ago
3. S ★★★★★

   I have worked with Jodie for several years. She is incredibly experienced, works very fast and is great at assisting with tight deadlines. Her knowledge of the market is extensive and her advice is always sound. I've recommended her personally to friends and family, and wouldn't hesitate to recommend her again.

   almost 11 months ago

1. Abi Larkin ★★★★★

   We've been working with Jodie Wardle for a little while and she's already been a huge help in setting up our finances for the future. She's made the process easy to understand and navigate, giving clear options and outcomes. I came into this anxious about 'big' finance decisions, finding it hard to be sure I had enough information and worried about the possible risks. Jodie has helped me build confidence with structure, expertise, sharing clear information and her openness.

   almost 11 months ago
2. Isaac Marsh ★★★★★

   I couldn’t be more impressed with Jodie, she’s knowledgeable, approachable, and genuinely cares about helping me achieve my financial goals. Whether it's retirement planning, investments, or just general financial advice, Jodie takes the time to explain everything clearly and always makes sure I feel confident in my decisions. I truly appreciate her professionalism and personal touch. Highly recommend her to anyone looking for trustworthy and expert financial guidance!

   1 year ago
3. James D ★★★★★

   I deal directly with Jason Marsh and would not hesitate recommending him to anyone. I prefer the personal touch when dealing with financial matters and Jason is always available to catch up over a coffee. He has a transparent non pressured approach which gives me great confidence that my interests are prioritised. The level of reporting available is great, I can access my account remotely if I need to. Perhaps the best thing I can say is that I don’t worry about my pension, I don’t need to chase for updates, I honestly feel it’s all taken care of and ultimately the peace of mind is priceless.

   almost 3 years ago

1. Matthew Webb ★★★★★

   It was time for me to buy a house so need a mortgage, Jodie was fantastic at finding me the right mortgage provider, due to being a partner in a business we had to go on the bases of profits not wage. Jodie help with everything and I got my very first house which I wouldn't of got if it wasn't for Jodie. Great service and help highly recommend.

   almost 3 years ago
2. Malcolm James ★★★★★

   When I first met Jodie I had a few little pension pots from past employment and Jodie helped to track them down and bring all monies into one plan. All my dealings with Jodie have been hassle free and relaxed. She has a natural ability to put people at ease and in my opinion a great ambassador for Millfield Wealth Management who have ensured that my retirement is carefree and worry free. I'm kept informed on a regular basis as to how my pension is doing. Best thing for my retirement was meeting Jodie.

   almost 3 years ago
3. Mali Jenkins ★★★★★

   As a newly qualified, self employed dental hygienist I was VERY lost on how to organise myself financially. It was very overwhelming and I had no idea where to even start. I cannot recommend Jodie at Millfield wealth management enough. She made me feel calm and she was so organised and informative. I was guided and explained all my options clearly and thoroughly. Jodie gave me the confidence to make informed decisions financially. She tailored everything to my current life as well as if situations were to change - like when I found out I was pregnant! I trust Jodie 100% - which is something fairly difficult to do in todays day and age. She is amazing and so friendly and kind where I could be open and honest about everything - which again makes me feel confident im making the right decisions for me. You won’t regret seeking help and advice for her! She’s the best!xx

   almost 3 years ago

1. Emily Poynton ★★★★★

   Jodie Powling has been my financial advisor for around 4 years now and I couldn’t recommend her any more highly. Jodie provides sound advice, explains complicated topics clearly and is always available when I need to speak with her. Covid was obviously a difficult time for everyone but Jodie kept me regularly updated of my finances and reassured throughout. 5 stars all round from me!

   almost 3 years ago

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