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Ingram Wealth
Ingram Wealth : le partenaire de confiance de Cardiff pour une planification financière claire et bienveillante.
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Ingram Wealth : le partenaire de confiance de Cardiff pour une planification financière claire et bienveillante.
Basée à Cardiff, Ingram Wealth propose des services professionnels de planification et de conseil financier. Les avis mettent en avant l'approche personnelle et respectueuse de Rob, qui privilégie le bien-être futur des clients et leurs objectifs financiers, et pas seulement les chiffres. L'entreprise accompagne les pensions, les ISAs et la planification de la retraite, en utilisant la modélisation des flux de trésorerie et des conseils clairs pour favoriser un partenariat à long terme et de confiance.
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Des stratégies complètes et une modélisation des flux de trésorerie pour assurer une retraite confortable.
Conseil d'expert sur les investissements de pension pour maximiser les rendements et la croissance.
Conseils personnalisés sur les ISAs et les plans d'épargne pour une santé financière optimale.
Des plans sur mesure pour vous aider à atteindre des objectifs financiers à court et à long terme.
Consultations continues pour ajuster les stratégies et assurer les progrès vers vos objectifs.
Note globale
David Mahoney
Rob's experience and expertise in financial planning have been invaluable. His advice is measured and clear, and he really cares about the relationship between advisor and client. I look forward to a long term partnership with Ingram Wealth to achieve my financial goals.
Chris Lubas
I've worked with Rob for a number of years and would 100% recommend him. Aside from being very professional & always giving great advice, his approach is personable and he's always made me feel as though he genuinely cares about my future wellbeing along with meeting financial goals. I've previously worked with other financial advisors who made me feel like just another number. Rob's approach couldn't be further from this which is why I enjoy working with him.
Phil Little
We have been with Rob for many years. He has been a great help to us with pension investments and ISAs, both of which are giving us good returns and are a big part of us enjoying a healthy financial retirement. We have also passed Rob' details on to friends. We would highly recommend Rob to anyone wanting a secure financial future.
Adrian Demoulpied
Rob's advice in relation to my retirement planning has been exceptional and professional. His use of cash flow modelling has made my retirement plans really clear and given me confidence that I can achieve my aims. I would have no hesitation in recommending Rob.
Ruth Griffiths
Rob has been very helpful over the years managing my personal financial plan. We meet for regular reviews and his advice is always clear and straightforward. Would highly recommend to anyone.
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