Millfield Capital Limited, Independent Financial Advisers

Reviews, get directions and contact details for Millfield Capital Limited, Independent Financial Advisers

"At Millfield Wealth Management, we provide bespoke wealth management advice to private and corporate clients across the South of England and South Wales.Millfield Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc which is authorised and regulated by the FCA, for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website."

Address: 23 Heol-Y-Deri, Cardiff CF14 6YF, UK

Phone: 029 2052 7100

State: Cardiff

City: Cardiff

Zip Code: CF14 6YF

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

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.

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!

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.

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

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.

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.

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

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!

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!

Jodie Powling did an amazing re mortgage on my buy to let property. Very professional, great customer service. Job well done.

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Millfield Capital Limited, Independent Financial Advisers

Reviews, get directions and contact details for Millfield Capital Limited, Independent Financial Advisers

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