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.