Millfield Wealth Management Ltd 23 Heol-Y-Deri, Cardiff CF14 6YF

Millfield Wealth Management Ltd

26 Reviews
  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM
Millfield Wealth Management Ltd 23 Heol-Y-Deri, Cardiff CF14 6YF

About the Business

Millfield Wealth | Financial Adviser | Cardiff | At Millfield Wealth Management, we provide bespoke wealth management advice to private and corporate clients across the South of England and South Wales.

Contacts

Call Us
02920527100
23 Heol-Y-Deri, Cardiff CF14 6YF

Hours

  • Friday9 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5 PM
  • Tuesday9 AM–5 PM
  • Wednesday9 AM–5 PM
  • Thursday9 AM–5 PM

Features

  • Wheelchair-accessible toilet
  • Toilets
  • On-site services
  • Online appointments

Recommended Reviews

Malcolm James
18.03.2024
Millfield Wealth Management Ltd
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.
Joanne Page
07.03.2024
Millfield Wealth Management Ltd
Jodie Prowling has been my financial advisor for many years. She is open, honest and trustworthy and has made my life a lot easier. Would highly recommend her services
emily jennings
26.02.2024
Millfield Wealth Management Ltd
From my personal experience, I cannot speak highly enough of Millfield Wealth Management. Jodie is an asset to the company and had always provided me with exceptional advice. Jodie is extremely personable and I have great confidence in how my finances are managed. Would highly recommend.
Michelle Wilson
15.02.2024
Millfield Wealth Management Ltd
Jodie Powling did an amazing re mortgage on my buy to let property. Very professional, great customer service. Job well done.
Kristie Simmons
05.02.2024
Millfield Wealth Management Ltd
I spoke to Jodie with very little confidence when it came to finances however shes been fantastic in guiding me with both savings and critical illness cover. I highly recommend Jodie!
Matthew Webb
17.01.2024
Millfield Wealth Management Ltd
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.
Emily Smith
07.01.2024
Millfield Wealth Management Ltd
Jodie Powling is great to work with. She is incredibly informative and always ready to jump on a call to give me personalised updates on my accounts. Highly recommend working with Jodie!
Mali Jenkins
31.12.2023
Millfield Wealth Management Ltd
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
Emily Poynton
21.12.2023
Millfield Wealth Management Ltd
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!
James D
20.12.2023
Millfield Wealth Management Ltd
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.

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23 Heol-Y-Deri, Cardiff CF14 6YF
Millfield Wealth Management Ltd