Our Approach

At Romilly Financial our objective is building solid long-term relationships with Private and Corporate clients, delivering financial security and support. We focus on building and maintaining trust and providing a personal service using a language you can understand.

Independent Financial Planning

We are an independent fee-based planning practice that serves corporate, high net worth and aspirational clients alike. The practice covers many disciplines including retirement planning, investment of lump sums, business planning, inheritance tax and estate planning, protecting your life, health and estate and of course lending, both commercially and residentially. Our work can be separated into three areas. We are authorised and regulated by the Financial Conduct Authority, Chartered qualified and of course extremely experienced. We are members of the Personal Finance Society and of SOLLA. We engage the highest quality advisers who employ the professional standards required to provide impartial independent advice.

Financial Planning Cycle

The financial planning process is the staged process that should be repeated year after year, hence the reason for the circle.  The following diagram shows the financial planning cycle. After discovery we move onto the information gathering stage. Disclosing everything about yourself, your business, your family and your aspirations allows us to really get to know you and what makes you tick. From these nuggets we agree the strategy for planning. After discussion and prioritisation we move onto implementation.

It is not usual to address every area for planning immediately, one piece of work at a time is enough, unless of course you need to. We agree the order and the timescale for implementation and stick to it. This gets repeated year after year.

SOLLA Members

Professional qualifications, whilst essential, are unlikely to give the full picture of an adviser’s expertise. Those advisers who take the further step to become independently accredited come with the added reassurance that they offer the practical help and guidance needed to make the right decisions at the right time.  The Society of Later Life Advisers (SOLLA) are accredited (LLAA) to this strict process which evidences that the adviser meets the standards, through to a VIVA assessment and a final accreditation panel decision. 

Testimonials

  • I came into inherited for which I required advice for investment. Marcus talked me through the possibilities and explained why he recommended a particular course of action. I am confident that the investments will - or should - result in a worthwhile return. Nothing of course is guaranteed, but judicious selection, along with a spread of investments should give a reasonable degree of security

  • With retirement only a short number of days away it was time to review my investment plans and pension options. Marcus provided an investment plan more suited to my needs that current and continues to look for the best pension options for my future plans and needs.

  • Having recently retired, Dave advised me on the best way to maximise my pension income. Dave was knowledgeable, informative & instilled confidence. Dave was helpful. Professional & instilled confidence.

  • Recommendation from a friend. Mr Stealey had consistently provided a financial service of distinction. His years of experience and depth of knowledge has been called upon by myself on a number occasions. Each time I have found the service provided not only highly professional but tailored specifically to my financial needs. Romilly Financial has recently been of great assistance in a recent buy-to-let venture offering a highly personal service, to the extent of visiting me in my home in order to expedite a mortgage application.

  • We needed a financial planner for our limited business. Dave is brilliant, he know his stuff but explains everything in a way that someone not financial literate can understand. He's friendly but professional and keeps things straightforward and simple.