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 Chartered Financial Advice

David Stealey DIPPFS

Chartered Financial Planner


Marcus Rees DIPPFS

Senior Financial Planner



Retirement Planning



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.