Financial Security

Safe in the knowledge that your portfolio is under regular review and rebalanced when needed to meet objectives and circumstances.

Ongoing Support

As your personal and business circumstances change throughout the natural lifecycle, our experienced team are here to answer questions and support you with these changes.

Trusted Advice

Chartered Status, which is the Gold Standard for financial planners, you can trust you will receive reputable quality advice with integrity at the heart of the firm.

Independent Financial Advice

David Stealey

APFS
Chartered Financial Planner

Marcus Rees

DIPPFS
Senior Financial Planner

Owen Morgan

DIPPFS
Financial Planner

Services

Retirement Planning

Investments

Mortgages

Estate Planning

Equity Release

Protection & Insurance

Relationship is key

Romilly Financial is an independent fee-based advisory firm providing completely impartial advice. Client relationship is at the pulse of the company and our planners have combined experience of over 60 years. Founded by Chartered Financial Planner David Stealey in 1997, the firm has seen thousands of private and corporate clients achieve their financial goals. Contact Romilly Financial for a Discovery Meeting, have an informal chat or conduct a full review of your financial affairs.

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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.