Ingram Wealth - Cardiff

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"content": "

Ingram Wealth is a highly-regarded financial planning company located at Address: 1, Ingram Wealth, Park Court Mews, Park Pl, Cardiff CF10 3DQ, United Kingdom. Operating since 2010, this esteemed firm offers specialized expertise through its financial planner services. Clients have access to a wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet. Appointments are recommended.

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With a strong focus on customer satisfaction, Ingram Wealth takes pride in delivering personalized financial advice to its clients. Customers have praised the company for its measured and clear advice, as well as the strong relationships formed with advisors.

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The company has been reviewed 24 times on Google My Business and boasts an impressive average rating of 5/5. Many clients have noted the value of Rob's experience and expertise in financial planning, which has been invaluable to their financial goals.

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Recommended for:

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• Individuals seeking personalized financial planning advice

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• Those needing wheelchair accessibility features

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Contact Information:

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Phone: 2920347979

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Website: robingram.co.uk

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"summary": "Ingram Wealth: A Highly-Rated Financial Planning Company in Cardiff",
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👍 Reviews of Ingram Wealth

David M.

5/5

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 L.

5/5

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 L.

5/5

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 D.

5/5

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.

Garry T.

5/5

Rob has always been honest and very helpful with my pension advice and I am very happy with how he deals with me and my family
I highly recommend Rob thanks so much for helping me Rob it's very much appreciated thanks Garry

dafyddford

5/5

Having worked with Ingram Wealth for a number of years I have no hesitation recommending their services. Extremely knowledgeable financial advisors and very professional.

Ruth G.

5/5

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.

Linda B.

5/5

Annual Review with Rob Ingram : Rob, as always explains everything in full, making sure that you understand what has happened to your account during the past year.
I would have no hesitation in recommending him to others.