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"Mark Ingarfield was recommended to me when I was attempting to complete a complicated property purchase from an off shore trust. Mark’s approach, creativity and professionalism was second to none. Mark liaised tirelessly with my solicitors and saw the transaction through from start to finish. Carol Ingarfield was invaluable on the IHT planning side, again liaising with my solicitors directly in order to set up ownership of the property in the most tax efficient manner. I am extremely grateful to Mark and the team for their help and I look forward to making good use of all the bespoke services Ingarfield Wealth Management offer.
"I would recommend Ingarfield Wealth Management to anyone who wants a personal service from talented people who genuinely put their clients first."
Clay Chaston, Company Director of Genesis Pharmaceuticals
"For the last five years, Mark has provided unequivocal guidance and expertise on all aspects of my personal and business finance. From advising on my first property purchase through to establishing my own Company, Mark has given tremendous, professional support every step of the way. The service is always proactive, friendly, and informal and always one step ahead of the game. I couldn’t recommend Mark highly enough and I look forward to continue working closely together with him in the future."
Chris Wain, Company Director of Pluris Developments
“Exit planning* for Shareholding Directors is essential for both the well-being of the company and the wealth creation of the individual Director. Further, the time when advice is most needed is the time when the Director tends to be busiest in ensuring the success of the Company. It is important, therefore, to seek advice early from advisors with whom you can develop an ongoing relationship and you can trust, who can see the wider picture and who can recommend other professionals as and when you may need them.
I first met Carol in the early days of building my Company. I made her aware of my objectives and she designed, and subsequently refined as needed, a strategy for meeting them. I am delighted with the advice and help I have received.
I would recommend early advice on Exit Planning* to every Shareholding Director.”
Professor Henry Beker FR Eng - Ex CEO & Chairman, Baltimore Technologies plc
* Exit Planning may include products and services that are separate and distinct to those offered by St. James's Place.
"As a founder Director of an AIM listed company, I am facing the challenge of managing the realisation of the value of my shareholding in a timely and appropriate manner.
In doing so, I recognise I need financial advice on selecting the best investment vehicles for investing the resulting proceeds and on optimizing the tax position for both the realisation and subsequent investment. Just as the company utilises the best professional advisors for critical matters affecting its business, I realised I should do the same for this vitally important aspect of my personal finances.
I have benefited from Carol’s advice as I have started this process during the last few years and I look forward to receiving her continuing, high added value advice over the coming years.”
David Tatchell PhD - Chief Executive Officer, Flomerics Group plc
“Over the last fifteen years Carol and her team have provided a singularly superior service both in the corporate and personal financial advisory fields. Professionalism, attention to detail and responsiveness to ever-changing tax and legal issues are the hallmarks of her organisation.
Carol and her team are outright winners.”
Mr. Michael Stevenage - Funds Switching Technologies Ltd.
“I cannot recommend Carol Ingarfield too highly to anyone looking for investment advice. We first met in 1996 and since then she has given me outstanding advice and has always been most attentive to my needs and situation. I am pleased to say that I am now retired and enjoying financial security as a result of following Carol's advice.”
Mr. Richard Holland - Ex CEO and Deputy Chairman, Boosey & Hawkes plc
“As a young professional, I have found Jemima to be a tremendous asset to the management of my personal financial affairs. Jemima is friendly, very approachable and thorough in her proposition to her clients, and has not only given me some sound financial advice, but genuine support in ensuring that I am not vulnerable in any area. Her advice has been invaluable and I have been impressed with her dedication to my understanding of my financial solutions.
I have, and will continue to recommend Jemima, to my friends, family and colleagues in all matters relating to personal finance, particularly in the current financial climate that we find ourselves living in.”
Charlotte Ord
