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.