Ross Mitchell Wealth Management

Name: Ross Mitchell Wealth Management
Address: 25 The Rise, Cardiff, Wales, CF14 0RB, GB
Telephone: 07812 432525
Price range: $$$
Rating: 5

Ross Mitchell Wealth Management: Clear, compassionate financial guidance in Cardiff

5(5 reviews)

financial-advising

$$$

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About

Located at 25 The Rise, Cardiff CF14 0RB, Ross Mitchell Wealth Management provides professional financial consulting and pension planning services. Based in Cardiff, the firm is praised for clear explanations, patient, friendly service, and a thorough, no-pressure approach that puts clients at ease and supports informed decisions.

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Location

25 The Rise, Cardiff CF14 0RB, UK

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Information

25 The Rise

Cardiff, Wales, CF14 0RB

07812 432525 www.rossmitchellwm.com/

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Services

Pension Planning & Restructuring

Tailored strategies to optimise your pension, reduce costs, and align with retirement goals.

Investment Management

Expert guidance on building and managing investment portfolios for long-term growth and security.

Comprehensive Financial Planning

Holistic advice covering wealth management, retirement, and financial goals with personalised roadmaps.

Retirement Strategy Consulting

In-depth analysis and planning to ensure a comfortable and financially secure retirement.

Financial Education & Clarity Sessions

Clear, jargon-free explanations of financial concepts to empower informed decision-making.

5.00 · 5 reviews

Overall rating

Alex Crowley

via Google

· 8 months ago

I can't recommend Ross highly enough. He took the time to really understand my situation and helped me restructure my pension in a way that's saved me a significant amount of money. He's very down to earth and family oriented, so I feel like I'm in safe hands. He knows the financial world very well and clearly has his clients' best interests at heart. Beyond the financial results, he's genuinely lovely to work with. If you're looking for someone who actually cares about getting you the right outcome, get in touch with him!

Tanny Jeffrey

via Google

· 8 months ago

Ross is amazing, we really wouldn't be in the position we are without his help. He is extremely professional and also friendly. He explains things clearly, without making us feel stupid. We feel at ease asking questions and discussing our situation. He is clearly very experienced and knowledgeable, but we have never felt pressurised or rushed. We have every confidence in Ross, which is so important in today's climate. We wouldn't hesitate to recommend him.

Nicholas Adams

via Google

· 1 year ago

Ross has been my financial advisor for the past 16 months, and I couldn’t be happier with his service. Having previously managed my own finances, with variable success, I now see the benefits that having a good financial advisor brings. He is highly knowledgeable, conscientious, and always follows up on our agreed plans. Ross is accessible, friendly, and excellent at explaining financial concepts in a way that’s easy to understand. I couldn't recommend him more.

Gareth Jones

via Google

· 1 year ago

My wife and I recently worked with Ross regarding our pension planning, we couldn’t be happier with the service that we have received. From the very beginning, he took the time to really understand our financial situation, our retirement goals, and any concerns we had. What stood out most was how clearly everything was explained. Pensions can be complicated, but Ross broke things down in a way that made it easy to understand the different options available and the long-term impact of each choice. We always felt fully informed and confident in the decisions that we were making. Ross was professional, approachable, and incredibly thorough, ensuring no detail was overlooked. I would highly recommend Ross Mitchell Wealth Management to anyone looking for reliable, knowledgeable, and trustworthy advice on pensions or wider financial planning.

David Williams

via Google

· 1 year ago

Ross has been excellent from initial contact, professional and highly knowledgeable in his field, he took time to find out my plans and financial requirements for the future then explained my options clearly to me. He definitely adds a personal touch that fills you with confidence.

Maximus Accountants, Chartered Certified Accountants, operates from 248 City Rd, Cardiff CF24 3JJ. The team is praised for professionalism, knowledge, and responsiveness, explaining complex matters clearly and taking a proactive approach. Clients value practical advice that saves money, ensures compliance, and keeps accounts on track, with timely filings and 5-star, client-focused service that feels like a trusted partner.

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