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Millfield Wealth Management Ltd

Millfield Wealth Management Ltd

5.0(39 reviews)·Cardiff
Financial AdvisorMortgage broker

Reviews

5.0 / 5 · 39 total
AT
Amy Thorne17 June 2026

I wouldn’t hesitate to recommend Jodie. Very knowledgable and friendly. She has been so helpful and thorough, really going the extra mile to ensure things were set up properly for us.

LL
Louise Lang27 January 2026

Jodie is fantastic. She’s incredibly easy to chat with and explains everything in clear, simple language that makes sense. She took the time to really listen to us, understand our goals’ and then laid everything out in a straightforward, step-by-step plan. Her knowledge, thoughtfulness and network of trusted professionals she can connect you with are second to none.

AH
Amy Hathaway16 January 2026

We had a great experience with Jodie Wardle as our mortgage advisor. She worked hard to secure us a very competitive rate and was especially helpful in arranging additional borrowing for debt consolidation. Everything was explained clearly and in a way that was easy to understand, which really put us at ease throughout the process. Communication was excellent from start to finish and we always felt supported and well informed. We wouldn’t hesitate to recommend Jodie to anyone looking for mortgage advice.

GM
Georgia Morgan9 October 2025

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.

JH
Jeffrey Howard9 October 2025

I have benefitted from Millfield Wealth Management Ltd for many years to oversee my financial affairs. In particular. Jodie Wardle has been extremly helpful and offered valuable and friendly advice in many areas of finance, with which I am unfamiliar. Highly recommended.

CL
Chris Larkin5 October 2025

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.

S
S5 October 2025

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.

Contact
+442920527100www.millfieldwm.com23 Heol-Y-Deri, Cardiff CF14 6YF
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed