Jodie Powling | Wealth Management Expert Cardiff
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Jodie Powling

Wealth Management Expert

Jodie Powling, Wealth Management Expert
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Jodie is a fully qualified Wealth Management Consultant who specialises in investment planning, retirement planning, mortgage and protection needs. Jodie provides clients with a bespoke service that helps them make the most of any earned income, build on it and safeguard it for the future.
Jodie is a fully qualified Wealth Management Consultant who specialises in investment planning, retirement planning, mortgage and protection needs. Jodie provides clients with a bespoke service that helps them make the most of any earned income, build on it and safeguard it for the future.

Why book with Jodie?

  • Fully qualified consultant
  • Helps clients grow wealth
  • Service tailored for each client
  • Runs financial workshops
  • Offers wide range of services
  • Client focussed approach
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Full Biography

Jodie is qualified to advise on a wide range of Wealth Management services including Investment Planning, Retirement Planning, Mortgage and Protection needs. The foundation of Jodie’s work is to take away the stress of financial planning, providing a bespoke service to her clients to enable them to make the most of their earned income, and then build and safeguard it for the future and future generations.


Jodie’s holistic approach to her relationship-based advice means that she is committed to helping her clients to manage their affairs in a way that reflects their personal circumstances. Putting her clients firmly at the centre of everything she does, which is core to the culture of St. James’s Place, enables her to be genuinely client focused. Jodie has a special interest in educating the younger generation and young professionals in financial planning and run workshops on the importance of financial wellbeing.


Jodie is a Wealth Management Consultant at Millfield Wealth Management Limited, Partner Practice of St. James’s Place Wealth Management. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

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