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Millfield Wealth Management Ltd

5.0(39 reviews)See reviews ↓·Cardiff

What customers say

Based on genuine customer reviews

Financial advice, pension and savings guidance and mortgage arranging are the services that clients most often describe, with Jodie Wardle named repeatedly across the accounts. Several customers explain that she took time to understand their circumstances before setting out a step-by-step plan, and that her explanations of investment and retirement options were clear enough to make complex decisions feel manageable. Reviewers frequently point to the speed of her responses, including one instance where an enquiry about transferring a pension pot was answered within minutes.

On the mortgage side, borrowers describe competitive rates being secured and additional borrowing arranged for debt consolidation, with the process explained throughout. A recurring point is the confidence clients gained from her thoroughness and market knowledge, whether they arrived with a clear goal or with savings they did not know how to place. The personal touch comes up often, with clients describing her as approachable and attentive during meetings, and the wife-and-husband couple who came through a friend's introduction note that they wished they had sought advice earlier. Clients with multiple pension pots also value the willingness to chase and progress transfers that had stalled elsewhere.

Financial AdvisorMortgage broker

Reviews

Reviews are taken from publicly available sources.

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.

Financial advisers in Cardiff compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 8 businesses in this category in Cardiff are compared.

RankProviderRatingReviewsOpen Sat.
1Millfield Wealth Management Ltd (this page)★ 5,039No
2Ross Mitchell Wealth Management★ 5,041No
3Sanctuary Chartered Financial Planners★ 5,030No
4rockwealth Cardiff Financial Adviser★ 5,010No
5RWB Wealth Ltd - Financial Advisors Cardiff★ 5,032No
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